Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Invesco Discovery Mid Cap Growth Mutual fund - in their Schedule of Assets, totaling $3.1M 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 | CORETECH CONSULTING GROUP, LLC MAGIC SOFTWARE PARTICIPATING COMPANIES 401(K) PLAN | FORT WASHINGTON PA | 2,347 | $52.2M | $709K |
| 2 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $530K |
| 3 | REDVECTOR.COM, LLC VECTOR SOLUTIONS 401(K) PLAN |
TAMPA FL |
| 639 |
| $46.3M |
| $527K |
| 4 | HERITAGE PRODUCTS INC. HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 149 | $7.5M | $292K |
| 5 | TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH BEACON MENTAL HEALTH 403(B) RETIREMENT PLAN | KANSAS CITY MO | 198 | $8.0M | $186K |
| 6 | CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY MO | 148 | $13.5M | $168K |
| 7 | NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA KS | 862 | $24.3M | $143K |
| 8 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $127K |
| 9 | TRADERS GENERAL AGENCY, INC. TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 154 | $6.0M | $93K |
| 10 | HALLCON CORPORATION HALLCON RETIREMENT SAVINGS PLAN | LENEXA KS | 3,648 | $14.7M | $91K |
