Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Discovery Fund R6 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA THE UNIVERSITY OF PENNSYLVANIA PENN POLICE ASSOCIATION DEFINED BENEFIT RETIREMENT PLAN | PHILADELPHIA PA | 97 | $30.4M | $1.2M |
| 2 | CURRENT LIGHTING EMPLOYEECO LLC CURRENT RETIREMENT SAVINGS PLAN | GREENVILLE SC | 875 | $78.5M | $664K |
| 3 | ARCTURUS THERAPEUTICS, INC. |
SAN DIEGO CA |
| 174 |
| $19.9M |
| $121K |
| 4 | ENV SERVICES, INC. ENV 401K PLAN | HATFIELD PA | 149 | $14.1M | $89K |
| 5 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $42K |
