Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Balanced Risk Allocation Fund Class Y Mutual Funds in their Schedule of Assets, totaling $114K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUMMEL GROUP, INC. HUMMEL GROUP, INC. SAFE HARBOR 401(K) PLAN | BERLIN OH | 186 | $29.7M | $114K |
