Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Discovery Y Registered Investment Company in their Schedule of Assets, totaling $2.1M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $936K |
| 2 | IN-PLACE MACHINING COMPANY, LLC IN-PLACE MACHINING COMPANY 401(K) PLAN | MILWAUKEE WI | 424 | $44.3M | $714K |
| 3 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS GROUP SAFE HARBOR PLAN |
SAN FRANCISCO CA |
| 243 |
| $31.1M |
| $431K |
| 4 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B | PHILADELPHIA PA | 714 | $39.6M | $27K |
| 5 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST | PHILADELPHIA PA | 335 | $28.0M | $6K |
