Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Invesco Discovery Fund; Class R6 in their Schedule of Assets, totaling $18.1M 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 | HITACHI HIGH-TECH AMERICA, INC. HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN | SCHAUMBURG IL | 670 | $193.6M | $5.3M |
| 2 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $3.5M |
| 3 | OUTOKUMPU STAINLESS USA, LLC |
CALVERT AL |
| 989 |
| $130.1M |
| $1.8M |
| 4 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $1.4M |
| 5 | SENTINEL PEAK RESOURCES MANAGEMENT LLC SENTINEL PEAK RESOURCES MANAGEMENT LLC 401(K) PLAN | ENGLEWOOD CO | 268 | $53.6M | $1.0M |
| 6 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $937K |
| 7 | C2 EDUCATIONAL SYSTEMS, INC. C2 EDUCATIONAL SYSTEMS 401(K) PROFIT SHARING PLAN | JOHNS CREEK GA | 1,399 | $18.4M | $687K |
| 8 | CITY BEVERAGES, LLC CITY BEVERAGES 401(K) PLAN | ORLANDO FL | 238 | $19.0M | $674K |
| 9 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $626K |
| 10 | CHAMPION CHEVROLET CHAMPION CHEVROLET 401(K) SALARY SAVINGS PLAN | RENO NV | 108 | $10.7M | $385K |
