Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Invesco Discovery Fund {+} in their Schedule of Assets, totaling $16.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN | FOLSOM CA | 22,638 | $431.1M | $3.8M |
| 2 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $3.4M |
| 3 | 3D SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF 3D SYSTEMS CORPORATION |
ROCK HILL SC |
| 1,089 |
| $125.7M |
| $2.4M |
| 4 | YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW MI | 243 | $50.3M | $2.0M |
| 5 | BOSCOV'S, INC. BOSCOV'S 401(K) DEFINED CONTRIBUTION PLAN | READING PA | 6,826 | $147.2M | $733K |
| 6 | UNITED BANKERS' BANCORPORATION, INC. UNITED BANKERS BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 143 | $24.3M | $496K |
| 7 | AINS LLC DBA OPEXUS OPEXUS 401(K) PLAN | WASHINGTON DC | 206 | $16.6M | $495K |
| 8 | TAIT & ASSOCIATES, INC. TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN | SANTA ANA CA | 179 | $26.4M | $422K |
| 9 | WATERTON ASSOCIATES WATERTON 401(K) PROFIT SHARING PLAN | CHICAGO IL | 815 | $53.6M | $413K |
| 10 | LANZATECH, INC. LANZATECH RETIREMENT SAVINGS 401(K) PLAN | SKOKIE IL | 298 | $28.0M | $381K |
