Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Discovery Mid Cap Growth Fund Registered investment company in their Schedule of Assets, totaling $1.0M 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 | THE WRENCH GROUP THE WRENCH GROUP RETIREMENT PLAN | MARIETTA GA | 6,705 | $137.2M | $546K |
| 2 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $235K |
| 3 | UNICAL AVIATION, INC. UNICAL AVIATION, INC. PROFIT SHARING AND 401(K) PLAN |
GLENDALE AZ |
| 286 |
| $22.6M |
| $195K |
| 4 | HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. RETIREMENT PLAN | BELLEVUE WA | 274 | $23.0M | $48K |
