Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVESCO INVESCO DISC MID CAP GR A MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $288K 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 | SILVER REEF CASINO SILVER REEF CASINO 401K PLAN | FERNDALE WA | 696 | $9.0M | $204K |
| 2 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN | PHARR TX | 246 | $10.8M | $62K |
| 3 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN |
PHARR TX |
| 321 |
| $3.8M |
| $21K |