Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Balanced-Risk Allocation Mutual Fund in their Schedule of Assets, totaling $202K 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 | CAPITAL LUMBER COMPANY CAPITAL LUMBER COMPANY 401(K) PLAN | PHOENIX AZ | 416 | $48.8M | $134K |
| 2 | WALNUT CREEK PLANING, LTD. WALNUT CREEK PLANING, LTD. 401(K) PLAN | MILLERSBURG OH | 137 | $6.8M | $68K |
