Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Discovery Mid Cap Growth R6 Mutual fund - in their Schedule of Assets, totaling $6.3M 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 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $1.7M |
| 2 | HERITAGE TRACTOR, INC. HERITAGE TRACTOR 401(K) PLAN | BALDWIN CITY KS | 687 | $61.4M | $1.2M |
| 3 | PIEDMONT NATIONAL CORPORATION PIEDMONT NATIONAL CORPORATION 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 271 |
| $49.5M |
| $910K |
| 4 | AMERICARE HEALTH & RETIREMENT, INC. AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN | SOLANA BEACH CA | 272 | $4.8M | $849K |
| 5 | CLIMB GLOBAL SOLUTIONS, INC. CLIMB GLOBAL SOLUTIONS, INC. 401(K) | EATONTOWN NJ | 207 | $18.1M | $340K |
| 6 | MISSION LINEN SUPPLY MISSION LINEN SUPPLY SALARY SAVINGS PLAN | SANTA BARBARA CA | 922 | $72.8M | $306K |
| 7 | PDS ADMINISTRATION COMPANY, INC. PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN | DUBLIN OH | 200 | $13.6M | $306K |
| 8 | RUHNAU CLARKE ARCHITECTS RUHNAU CLARKE ARCHITECTS 401(K) PS PLAN | RIVERSIDE CA | 94 | $11.6M | $210K |
| 9 | BPN, LLP BPN, LLP RETIREMENT PLAN | VALHALLA NY | 144 | $15.3M | $204K |
| 10 | VIVEX BIOLOGICS, INC. VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 396 | $14.0M | $143K |
