Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INVESCO INVESCO DISC MIDCAPGR R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $883K 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 | AGRITEER LLC AGRITEER 401K PLAN | LEOLA PA | 171 | $9.9M | $365K |
| 2 | HERITAGE PRODUCTS INC. HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 149 | $7.5M | $292K |
| 3 | MD LOGISTICS LLC MD LOGISTICS LLC 401K PLAN |
| 292 |
| $9.0M |
| $158K |
| 4 | CASE SYSTEMS INC. CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN | MIDLAND MI | 165 | $10.9M | $47K |
| 5 | SKYMARK BUYERS CORP. SKYMARK BUYERS CORP. 401K PLAN | KANSAS CITY MO | 237 | $3.7M | $13K |
| 6 | HEART OF TEXAS MEMORIAL HOSPITAL HEART OF TEXAS HEALTHCARE SYSTEM 403B PLAN | BRADY TX | 165 | $3.4M | $4K |
| 7 | HEART OF TEXAS GOODWILL INDUSTRIES INC. HEART OF TEXAS GOODWILL INDUSTRIES 403B PLAN | WACO TX | 444 | $1.5M | $4K |
