Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Discovery in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $2.4M |
| 2 | LUPIN PHARMACEUTICALS, INC. LUPIN PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 461 | $71.7M | $703K |
| 3 | MAYEKAWA USA, INC. |
KATY TX |
| 161 |
| $15.3M |
| $386K |
| 4 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $80K |
| 5 | BIAGI BROS., INC. BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 632 | $33.5M | $50K |
| 6 | NORICAN GROUP US NORICAN GROUP US 401(K) PLAN | LAGRANGE GA | 234 | $36.2M | $46K |
| 7 | OAKS CHRISTIAN SCHOOL OAKS CHRISTIAN SCHOOL 403(B) PLAN | WESTLAKE VILLAGE CA | 347 | $40.9M | $36K |
| 8 | KONG COMPANY, LLC KONG COMPANY 401(K) PLAN | GOLDEN CO | 199 | $13.9M | $7K |