Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVESCO DISCOVERY LARGE CAP Y in their Schedule of Assets, totaling $291K 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 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN | TOMS RIVER NJ | 8,879 | $49.6M | $269K |
| 2 | HARBORVIEW HEALTH SYSTEMS, INC. HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN | BLACKSHEAR GA | 2,706 | $2.7M | $22K |