Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Invesco Discovery Fund - in their Schedule of Assets, totaling $46.4M 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 | ENLINK MIDSTREAM OPERATING, LP ENLINK MIDSTREAM OPERATING, LP 401(K) TRUST | DALLAS TX | 1,082 | $210.5M | $9.5M |
| 2 | PLAN PROFESSIONALS, LLC BUILDWISE | SHREWSBURY NJ | 13,824 | $650.2M | $8.3M |
| 3 | SOUTHEAST GEORGIA HEALTH SYSTEM, INC. SOUTHEAST GEORGIA HEALTH SYSTEM, INC. 403(B) RETIREMENT SAVINGS PLAN |
BRUNSWICK GA |
| 2,528 |
| $203.8M |
| $3.2M |
| 4 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN | LEWISVILLE TX | 239 | $72.8M | $3.2M |
| 5 | HONKAMP KRUEGER & CO., P.C. HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST | DUBUQUE IA | 347 | $66.3M | $2.8M |
| 6 | DAIRYLAND USA CORP. THE CHEF'S WAREHOUSE 401(K) PROFIT SHARING PLAN & TRUST | RIDGEFIELD CT | 5,198 | $118.1M | $2.5M |
| 7 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $2.4M |
| 8 | HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE IN | 189 | $49.7M | $2.2M |
| 9 | ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE IL | 389 | $50.0M | $1.9M |
| 10 | ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN | SILVER SPRING MD | 1,086 | $140.7M | $1.8M |
