Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Discovery Fund Registered Investment Company in their Schedule of Assets, totaling $4.6M 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 | TRILON GROUP HOLDINGS, LLC TRILON GROUP RETIREMENT SAVINGS PLAN | DENVER CO | 2,909 | $257.8M | $3.3M |
| 2 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $1.2M |
| 3 | MISSION NEIGHBORHOOD HEALTH CENTER |
SAN FRANCISCO CA |
| 210 |
| $7.4M |
| $14K |
