Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Discovery Mutual fund in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BDA, LLC BDA 401K PLAN | WOODINVILLE WA | 713 | $48.7M | $3.4M |
| 2 | UPLAND HILLS HEALTH, INC. UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN | DODGEVILLE WI | 657 | $78.6M | $1.0M |
| 3 | CARERITE CENTERS, LLC CARERITE CENTERS, LLC 401(K) PLAN |
| 2,409 |
| $31.8M |
| $136K |
| 4 | UNITEK LEARNING EDUCATION GROUP CORP. UNITEK 401(K) PLAN | NEWPORT BEACH CA | 1,647 | $33.9M | $130K |
| 5 | PIOLAX CORPORATION PIOLAX CORPORATION 401(K) PLAN | CANTON GA | 230 | $15.6M | $123K |
| 6 | PALMER SQUARE CAPITAL MANAGEMENT, LLC PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN | MISSION WOODS KS | 207 | $10.7M | $30K |
| 7 | NOCD, INC. DBA NOCD NOCD 401(K) PLAN | CHICAGO IL | 582 | $6.5M | $6K |
