Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies Invesco Invesco Discovery Fund in their Schedule of Assets, totaling $32.5M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $32.5M |
