Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Balanced-Risk Commodity Strat R6 in their Schedule of Assets, totaling $77K 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 | O'KEEFFE'S, INC. O'KEEFFES, INC. 401(K) PLAN & TRUST | BRISBANE CA | 255 | $18.1M | $64K |
| 2 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN | VINELAND NJ | 207 | $21.9M | $7K |
| 3 | ESCAPE LODGING, LLC ESCAPE LODGING, LLC 401(K) PLAN |
CANNON BEACH OR |
| 283 |
| $3.7M |
| $3K |
| 4 | LADACIN NETWORK, INC. LADACIN NETWORK, INC. DEFINED CONTRIBUTION PLAN | WANAMASSA NJ | 305 | $5.9M | $2K |
| 5 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $2K |
