Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Discovery Fund R6 Mutual fund - in their Schedule of Assets, totaling $2.2M 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 | BROOK HOLLOW GOLF CLUB BROOK HOLLOW GOLF CLUB 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 215 | $14.2M | $1.0M |
| 2 | ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC) ELEVATE ENT PARTNERS, LLC 401(K) PLAN | MIAMI LAKES FL | 1,662 | $134.1M | $460K |
| 3 | BEARCOM OPERATING, L.L.C. |
GARLAND TX |
| 910 |
| $53.3M |
| $286K |
| 4 | RELI GROUP, INC. RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST | CATONSVILLE MD | 481 | $19.2M | $263K |
| 5 | EDGE AUTONOMY OPERATIONS, LLC EDGE AUTONOMY RETIREMENT PLAN | SAN LUIS OBISPO CA | 383 | $10.8M | $57K |
| 6 | PBM CAPITAL GROUP, LLC PBM CAPITAL GROUP, LLC. 401(K) PLAN | CHARLOTTESVILLE VA | 89 | $6.6M | $47K |
| 7 | I&I SALES GROUP LLC DBA FORWARD SOLUTIONS FORWARD SOLUTIONS 401(K) PLAN | HERSHEY PA | 515 | $40.1M | $47K |
| 8 | CROSSCHECK, INC. CROSSCHECK, INC. 401(K) PROFIT SHARING PLAN | PETALUMA CA | 123 | $18.5M | $29K |
