Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Discovery Mid Cap Growth R6 Registered Investment Company in their Schedule of Assets, totaling $5.3M 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 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $2.8M |
| 2 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $2.0M |
| 3 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN |
LONG BEACH CA |
| 404 |
| $34.9M |
| $232K |
| 4 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $105K |
| 5 | MITSUBISHI GAS CHEMICAL AMERICA, INC. MGC GROUP 401(K) PLAN | NEW YORK NY | 242 | $13.2M | $63K |
| 6 | BOULEVARD LABS, INC. BOULEVARD LABS, INC. 401(K) PLAN | LOS ANGELES CA | 235 | $7.6M | $53K |
| 7 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $13K |
