Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Ltd. Invesco Discovery Fund in their Schedule of Assets, totaling $2.0M 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 | COLUMBIA HELICOPTERS, INC. COLUMBIA HELICOPTERS, INC. 401(K) PLAN | PORTLAND OR | 480 | $89.0M | $1.4M |
| 2 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $602K |