Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco intermediate bond factor 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.
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 | CSA ARCHITECTS & ENGINEERS, LLP CSA GROUP RETIREMENT SAVINGS PLAN | SAN JUAN PR | 366 | $16.9M | $106K |
| 2 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $22K |
| 3 | CSA CENTRAL, INC. CSA GROUP 401(K) RETIREMENT & SAVINGS PLAN |
DORAL FL |
| 195 |
| $17.9M |
| $12K |
