Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Discovery Large Cap A in their Schedule of Assets, totaling $4.0M 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 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $2.5M |
| 2 | PULPDENT CORPORATION PULPDENT CORPORATION 401K PROFIT SHARING PLAN | WATERTOWN MA | 115 | $16.2M | $690K |
| 3 | TURK HAVA YOLLARI, A.O. TURKISH AIRLINES INC. 401K PLA |
NEW YORK NY |
| 239 |
| $7.8M |
| $272K |
| 4 | DGN TECHNOLOGIES INC DGN TECHNOLOGIES INC 401K PLAN | FREMONT CA | 178 | $6.7M | $236K |
| 5 | FRANKLIN BOOKKEEPING SERVICES, I FRANKLIN BOOKKEEPING SERVICES, INC. 401K PLAN | SHREVEPORT LA | 453 | $4.5M | $133K |
| 6 | SAFE HOME SECURITY SAFE HOME SECURITY INC. 401K PLAN | MIDDLETOWN CT | 182 | $2.3M | $115K |
| 7 | DISCOUNT PLUMBING & HEATING DISCOUNT PLUMBING & HEATING 401K & PROFIT SHARING PLAN | BURLINGAME CA | 94 | $3.1M | $59K |
| 8 | LEHIGH VALLEY HEALTH NETWORK, INC. POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 971 | $43.4M | $48K |
| 9 | HUCK FINN CLOTHES, INC. HUCK FINN CLOTHES, INC. 401(K) PLAN | LATHAM NY | 232 | $1.2M | $6K |
