Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Discovery Fund (R6) Mutual funds in their Schedule of Assets, totaling $12.0M 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 | MASTEC, INC. THE MASTEC, INC. 401(K) RETIREMENT PLAN | CORAL GABLES FL | 23,943 | $736.0M | $6.4M |
| 2 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $3.1M |
| 3 | MCHUGH ENTERPRISES, INC. MCHUGH ENTERPRISES, INC. 401(K) PLAN |
CHICAGO IL |
| 146 |
| $31.7M |
| $681K |
| 4 | IRON SENERGY, LLC IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 178 | $24.1M | $625K |
| 5 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $609K |
| 6 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST | IRVING TX | 277 | $32.0M | $241K |
| 7 | DERBY INDUSTRIES, LLC DERBY INDUSTRIES, LLC 401(K) RETIREMENT PLAN | LOUISVILLE KY | 640 | $13.9M | $199K |
| 8 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $155K |
| 9 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $60K |
