Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Discovery Class R6 " in their Schedule of Assets, totaling $505K 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 | AMERICA'S TEST KITCHEN, LP AMERICA'S TEST KITCHEN, LP 401(K) RETIREMENT SAVINGS PLAN & TRUST | BOSTON MA | 226 | $27.4M | $248K |
| 2 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $165K |
| 3 | IRON HILL BREWERY |
EXTON PA |
| 1,038 |
| $6.3M |
| $88K |
| 4 | ASPIRE OF ILLINOIS ASPIRE OF ILLINOIS 403(B) PLAN | HILLSIDE IL | 260 | $6.4M | $3K |
