Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Invesco Discovery A in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERMOUNTAIN FARMERS ASSOCIATION INTERMOUNTAIN FARMERS ASSOCIATION SALARY INVESTMENT PLAN AND TRUST | SALT LAKE CITY UT | 704 | $39.8M | $2.3M |
| 2 | CROMWELL ARCHITECTS ENGINEERS, INC CROMWELL ARCHITECTS ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | LITTLE ROCK AR | 144 | $29.6M | $1.7M |
| 3 | PURPLE INNOVATION, LLC |
LEHI UT |
| 1,079 |
| $40.4M |
| $667K |
| 4 | ICAPITAL NETWORK, INC. ICAPITAL NETWORK, INC. 401(K) PLAN | NEW YORK NY | 1,268 | $85.4M | $100K |
| 5 | METAL POWDER PRODUCTS, LLC METAL POWDER PRODUCTS 401(K) PLAN | NOBLESVILLE IN | 529 | $29.9M | $98K |
| 6 | SFO FORECAST, INC. THE BAY CO. 401(K) PLAN | SAN FRANCISCO CA | 228 | $7.4M | $98K |
