Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Discovery Md Cp Gr R6 in their Schedule of Assets, totaling $10.6M 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 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $8.1M |
| 2 | ALORICA, INC. ALORICA 401(K) RETIREMENT PLAN | IRVINE CA | 17,563 | $146.5M | $2.5M |