Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Invesco Discovery Fund Mutual fund - in their Schedule of Assets, totaling $39.7M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $7.8M |
| 2 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $6.5M |
| 3 | QIAGEN NORTH AMERICAN HOLDINGS, INC. |
GERMANTOWN MD |
| 1,153 |
| $308.3M |
| $5.1M |
| 4 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $4.1M |
| 5 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $2.9M |
| 6 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $2.1M |
| 7 | AIR TRANSPORT INTERNATIONAL, INC. ATI FLIGHT CREW MEMBER 401(K) PLAN | WILMINGTON OH | 553 | $80.8M | $2.1M |
| 8 | JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE FL | 269 | $44.3M | $1.6M |
| 9 | AIR TRANSPORT INTERNATIONAL, INC. AIR TRANSPORT INTERNATIONAL, INC. 401(K) PLAN | WILMINGTON OH | 773 | $48.6M | $1.2M |
| 10 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $1.2M |
