Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Discovery R6 Mutual funds in their Schedule of Assets, totaling $8.9M 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 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN | JUPITER FL | 1,196 | $132.4M | $2.1M |
| 2 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN | COLUMBUS NE | 912 | $79.3M | $2.0M |
| 3 | PGH WONG ENGINEERING, INC. PGH WONG ENGINEERING, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 286 |
| $77.6M |
| $1.8M |
| 4 | KENNEY MANUFACTURING COMPANY KENNEY MANUFACTURING COMPANY 401(K) PLAN | WARWICK RI | 221 | $30.6M | $896K |
| 5 | U.S. RENAL CARE, INC. U.S. RENAL CARE, INC. PROFIT SHARING PLAN | PLANO TX | 7,484 | $340.2M | $824K |
| 6 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $593K |
| 7 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $360K |
| 8 | EVERIDGE, INC. EVERIDGE EMPLOYEE 401(K) PLAN | PLYMOUTH MN | 498 | $19.2M | $335K |
| 9 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $24K |
| 10 | BLAINE BROTHERS MAINTENANCE, INC. BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 376 | $27.2M | $22K |
