Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Discovery Fund Class R6 Mutual fund in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $2.2M |
| 2 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 1,525 | $192.2M | $2.1M |
| 3 | UBEO, LLC UBEO 401(K) RETIREMENT PLAN |
SAN ANTONIO TX |
| 1,253 |
| $79.1M |
| $631K |
| 4 | WARBY PARKER INC. WARBY PARKER RETIREMENT SAVINGS PLAN | NEW YORK NY | 4,145 | $74.6M | $549K |
| 5 | ECOATM LLC ECOATM 401(K) PLAN | SAN DIEGO CA | 412 | $28.1M | $369K |
| 6 | HEICO CORPORATION HEICO SAVINGS AND INVESTMENT PLAN | HOLLYWOOD FL | 6,986 | $1.0B | $350K |
| 7 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $136K |
| 8 | HIRETEAMMATE, INC. DBA HIREEZ HIREEZ 401(K) PLAN | MOUNTAIN VIEW CA | 57 | $5.4M | $110K |
| 9 | AUTISM OUTREACH SOUTHERN CALIFORNIA, LLC AUTISM OUTREACH SOUTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 508 | $2.8M | $4K |
