Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Invesco Discovery Fund R6 in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $2.0M |
| 2 | CHARTER NEXT GENERATION, INC. CHARTER NEXT GENERATION, INC. 401(K) PLAN | CHICAGO IL | 2,385 | $137.7M | $1.6M |
| 3 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA |
PHILADELPHIA PA |
| 97 |
| $30.4M |
| $1.2M |
| 4 | CURRENT LIGHTING EMPLOYEECO LLC CURRENT RETIREMENT SAVINGS PLAN | GREENVILLE SC | 875 | $78.5M | $664K |
| 5 | BENTALLGREENOAK (U.S.), LIMITED PARTNERSHIP BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN | SEATTLE WA | 243 | $58.8M | $630K |
| 6 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $491K |
| 7 | CLARINS USA, INC. CLARINS USA, INC. 401(K) PLAN | ORANGEBURG NY | 851 | $46.5M | $324K |
| 8 | ORTHODONTIC PARTNERS, LLC ORTHODONTIC PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 768 | $22.0M | $193K |
| 9 | ARCTURUS THERAPEUTICS, INC. ARCTURUS THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 174 | $19.9M | $121K |
| 10 | ENV SERVICES, INC. ENV 401K PLAN | HATFIELD PA | 149 | $14.1M | $89K |
