Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Balanced-Risk Alloc Fund in their Schedule of Assets, totaling $174K 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 | FORESTDALE, INC. FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST | FOREST HILLS NY | 304 | $15.6M | $89K |
| 2 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $85K |
