Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Balanced-Risk Commodity in their Schedule of Assets, totaling $1.5M 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 | DELTA PILOTS MUTUAL AID, INC. DELTA PILOTS MUTUAL AID | ATLANTA GA | 17,032 | $65.8M | $1.4M |
| 2 | COLUMBIA VALLEY COMMUNITY HEALTH COLUMBIA VALLEY COMMUNITY HEALTH RETIREMENT PLAN | WENATCHEE WA | 496 | $34.2M | $116K |
| 3 | LAMERS BUS LINES, INC. LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLAN |
GREEN BAY WI |
| 1,334 |
| $26.6M |
| $8K |
