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 $12.6M 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 | GRAYROBINSON, P.A. GRAYROBINSON 401(K) PLAN | ORLANDO FL | 511 | $211.8M | $3.7M |
| 2 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN | JUPITER FL | 1,196 | $132.4M | $2.1M |
| 3 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN |
COLUMBUS NE |
| 912 |
| $79.3M |
| $2.0M |
| 4 | PGH WONG ENGINEERING, INC. PGH WONG ENGINEERING, INC. 401(K) PLAN | SAN FRANCISCO CA | 286 | $77.6M | $1.8M |
| 5 | KENNEY MANUFACTURING COMPANY KENNEY MANUFACTURING COMPANY 401(K) PLAN | WARWICK RI | 221 | $30.6M | $896K |
| 6 | U.S. RENAL CARE, INC. U.S. RENAL CARE, INC. PROFIT SHARING PLAN | PLANO TX | 7,484 | $340.2M | $824K |
| 7 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $593K |
| 8 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $360K |
| 9 | EVERIDGE, INC. EVERIDGE EMPLOYEE 401(K) PLAN | PLYMOUTH MN | 498 | $19.2M | $335K |
| 10 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $24K |
