Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Invesco Discovery Mid Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $11.3M 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 | AGRELIANT GENETICS, LLC AGRELIANT GENETICS 401(K) RETIREMENT PLAN | WESTFIELD IN | 668 | $164.2M | $5.0M |
| 2 | SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI OH | 436 | $60.7M | $5.0M |
| 3 | SKOOKUM EDUCATIONAL PROGRAMS |
BREMERTON WA |
| 1,399 |
| $51.5M |
| $758K |
| 4 | UTAH DEL INC UTAH DEL INC 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 402 | $2.1M | $196K |
| 5 | SILVACO, INC. SILVACO 401(K) PLAN | SANTA CLARA CA | 104 | $17.8M | $138K |
| 6 | CCINTEGRATION INC. CCINTEGRATION, INC. 401(K) PLAN | PLANO TX | 82 | $8.1M | $80K |
| 7 | MCKINLEY PACKAGING, INC. MCKINLEY PACKAGING, INC. 401(K) PLAN | FARMERS BRANCH TX | 423 | $11.6M | $77K |
| 8 | INVISO CORP. INVISO CORP. 401(K) PLAN | BELLEVUE WA | 78 | $12.2M | $35K |
| 9 | CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS WV | 148 | $16.2M | $33K |
| 10 | BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS 401(K) PROFIT SHARING PLAN | BEVERLY HILLS CA | 378 | $24.4M | $12K |
