Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Discovery Y in their Schedule of Assets, totaling $4.4M 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 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS AICHE TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 111 | $29.7M | $2.0M |
| 2 | WESTERN TOWBOAT COMPANY WESTERN TOWBOAT COMPANY 401(K) PROFIT SHARING PLAN | SEATTLE WA | 169 | $44.1M | $1.6M |
| 3 | SAFE FEDERAL CREDIT UNION |
SUMTER SC |
| 341 |
| $37.7M |
| $457K |
| 4 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $388K |
