Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Core Plus Bond Fund " in their Schedule of Assets, totaling $2.7M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $2.5M |
| 2 | KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 716 | $20.7M | $135K |
| 3 | CH EMPLOYEES, LLC |
MOUNT PLEASANT SC |
| 1,302 |
| $5.4M |
| $82K |
| 4 | IXSYSTEMS, INC. IXSYSTEMS INC.401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 169 | $9.0M | $19K |
