Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INVESCO BALRISK CMDTY STRAT R6 in their Schedule of Assets, totaling $140K 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 | OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN UT | 245 | $36.6M | $61K |
| 2 | MULLINAX FORD MULLINAX FORD EMPLOYEES 401(K) RETIREMENT PLAN | APOPKA FL | 862 | $36.0M | $47K |
| 3 | DR. SQUATCH, LLC DR. SQUATCH, LLC. 401(K) PLAN 401(K) PLAN & TRUST |
VENICE CA |
| 148 |
| $7.8M |
| $23K |
| 4 | AMERICAN BEVERAGE CRAFTS, LLC TILRAY BRANDS USA RETIREMENT PLAN | NEW YORK NY | 1,264 | $33.1M | $10K |
