Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Barclays Bank PLC in their Schedule of Assets, totaling $25.0M 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 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST SHORT TERM INVESTMENT FUND | ATLANTA GA | — | $1.8B | $9.8M |
| 2 | A. DUDA & SONS, INC. RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. | OVIEDO FL | 46 | $29.4M | $5.2M |
| 3 | INVESCO ADVISERS, INC. |
ATLANTA GA |
| — |
| $1.8B |
| $3.7M |
| 4 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST JENNISON INTERMEDIATE FUND | ATLANTA GA | — | $4.6B | $1.5M |
| 5 | INVESCO TRUST COMPANY INVESCO INTERMEDIATE FUND | ATLANTA GA | — | $4.4B | $1.5M |
| 6 | INVESCO TRUST COMPANY IFIT INVESCO CONSTRAINED CORE FIXED INCOME FUND | ATLANTA GA | — | $2.7B | $1.1M |
| 7 | INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA GA | — | $427.3M | $797K |
| 8 | INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC - INVESCO BALANCED-RISK ALLOCATION 12 FUND | ATLANTA GA | — | $269.0M | $393K |
| 9 | PEOPLES SECURITY BANK & TRUST COMPANY PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN | DUNMORE PA | 34 | $18.5M | $218K |
| 10 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $211K |
