Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding [Assets held in 103-12 investment entity] in their Schedule of Assets, totaling $5.0B 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 | INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA GA | — | $1.8B | $1.7B |
| 2 | BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUST WESTERN WASHINGTON LABORERS-EMPLOYERS PENSION PLAN | BOTHELL WA | 10,033 | $1.5B | $496.7M |
| 3 |
NEW YORK NY |
| 115,036 |
| $16.9B |
| $448.7M |
| 4 | INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA GA | — | $427.3M | $395.6M |
| 5 | WESTERN STATES CARPENTERS HEALTH AND WELFARE TRUST WESTERN STATES CARPENTERS HEALTH AND WELFARE PLAN | LOS ANGELES CA | 51,730 | $1.4B | $355.0M |
| 6 | NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN | NEWTOWN SQUARE PA | 26,202 | $3.4B | $346.8M |
| 7 | BOARD OF TRUSTEES IUOE LOCAL 57 IUOE LOCAL 57 ANNUITY PLAN | JOHNSTON RI | 1,023 | $145.8M | $140.0M |
| 8 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE HEALTH TRUST FUND EQUITY-LEAGUE HEALTH TRUST FUND | NEW YORK NY | 4,207 | $133.6M | $100.1M |
| 9 | CHMC ANESTHESIA FOUNDATION, INC. CHMC ANESTHESIA FOUNDATION, INC. MONEY PURCHASE PENSION PLAN | BOSTON MA | 152 | $222.8M | $76.0M |
| 10 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREE MEDICAL BENEFITS PLAN | DURHAM NC | — | $76.0M | $76.0M |
