Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Discovery Mid-Cap Growth Fund in their Schedule of Assets, totaling $8.8M 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 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART B ELECTRICAL WORKERS PENSION FUND PART B | DULUTH MN | 480 | $189.7M | $4.3M |
| 2 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $3.0M |
| 3 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART C |
DULUTH MN |
| 193 |
| $73.2M |
| $1.3M |
| 4 | RECODE THERAPEUTICS, INC. RECODE THERAPEUTICS 401(K) PLAN | MENLO PARK CA | 94 | $9.0M | $170K |
| 5 | HILLBROOK SCHOOL HILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS GATOS CA | 97 | $19.5M | $4K |
