Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Balanced-Risk Allocation Fund in their Schedule of Assets, totaling $56.2M 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 | 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 |
| 2 | UNITE HERE ILGWU DEATH BENEFIT FUND 5 | NEW YORK NY | 21,821 | $85.4M | $5.6M |
| 3 | UNITED CEREBRAL PALSY SEGUIN OF GREATER CHICAGO |
CICERO IL |
| 519 |
| $3.5M |
| $118K |
| 4 | MERRITT TRAILERS, INC. MERRITT TRAILERS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON CO | 255 | $15.5M | $3K |
