Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVESCO INVESCO DISC MIDCAPGR R6 MUTUAL FUND SHARES in their Schedule of Assets, totaling $547K 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 | TARANTINO PROPERTIES INC. TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 304 | $11.8M | $497K |
| 2 | LITTLE RIVER MEDICAL CENTER INC. LITTLE RIVER MEDICAL CENTER INC. 403B PLAN | LITTLE RIVER SC | 373 | $14.3M | $50K |
