Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Discovery Fund Class R6 Mutual fund in their Schedule of Assets, totaling $67.8M 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 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) | FREMONT CA | 8,132 | $2.8B | $61.4M |
| 2 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $2.2M |
| 3 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN |
ATLANTA GA |
| 1,525 |
| $192.2M |
| $2.1M |
| 4 | UBEO, LLC UBEO 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 1,253 | $79.1M | $631K |
| 5 | WARBY PARKER INC. WARBY PARKER RETIREMENT SAVINGS PLAN | NEW YORK NY | 4,145 | $74.6M | $549K |
| 6 | ECOATM LLC ECOATM 401(K) PLAN | SAN DIEGO CA | 412 | $28.1M | $369K |
| 7 | HEICO CORPORATION HEICO SAVINGS AND INVESTMENT PLAN | HOLLYWOOD FL | 6,986 | $1.0B | $350K |
| 8 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $136K |
| 9 | HIRETEAMMATE, INC. DBA HIREEZ HIREEZ 401(K) PLAN | MOUNTAIN VIEW CA | 57 | $5.4M | $110K |
| 10 | AUTISM OUTREACH SOUTHERN CALIFORNIA, LLC AUTISM OUTREACH SOUTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 508 | $2.8M | $4K |
