Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Discovery Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.5M 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 | CERTARA USA, INC. CERTARA USA, INC. 401(K) PLAN | RADNOR PA | 568 | $99.8M | $2.4M |
| 2 | KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD IA | 145 | $2.8M | $124K |
