Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Invesco Balanced-risk Allocation TR, Invesco Balanced Risk Allocation TR, Invesco Balanced Risk Allocation, Invesco Balanced-risk Allocation, Invesco Balanced Risk Allocation FD, Invesco Balanced-risk Allocation FD, Invesco Balanced - Risk Allocation. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $261.8M |
| 2 | NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE PA | 28,308 | $11.2B | $247.7M |
| 3 | LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE LA | — | $6.5B | $226.2M |
| 4 | NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN | NEWTOWN SQUARE PA | 26,202 | $3.4B | $94.5M |
| 5 | WESTERN STATES OFFICE & PROFESSIONAL EMP WESTERN STATES OFFICE & PROFESSIONAL EMPLOYEES PEN | PORTLAND CA | 469 | $601.2M | $66.1M |
| 6 | TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUND TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUND | RICHMOND VA | 2,815 | $1.5B | $64.2M |
| 7 | BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUST WESTERN WASHINGTON LABORERS-EMPLOYERS PENSION PLAN | BOTHELL WA | 10,033 | $1.5B | $52.1M |
| 8 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $50.5M |
| 9 | UMWA 1974 PENSION TRUST BOARD OF TRUSTEES UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN | WASHINGTON DC | 58 | $3.5B | $49.1M |
| 10 | JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND | EAU CLAIRE WI | 7,316 | $1.8B | $34.0M |
