Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Discovery Y Mutual Fund in their Schedule of Assets, totaling $9.8M 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 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $6.1M |
| 2 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $1.8M |
| 3 | COMMUNITY HEALTH PLAN OF WASHINGTON |
SEATTLE WA |
| 729 |
| $94.9M |
| $1.8M |
| 4 | FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE TX | 680 | $10.4M | $61K |
