Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Intermediate Fund in their Schedule of Assets, totaling $227.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $92.8M |
| 2 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 21,803 | $13.1B | $91.6M |
| 3 | BOARD OF TRUSTEES I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST |
HAUPPAUGE NY |
| — |
| $1.2B |
| $14.9M |
| 4 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK MN | 5,698 | $1.2B | $5.5M |
| 5 | LILLY DEL CARIBE, INC. THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | CAROLINA PR | 1,145 | $519.3M | $3.6M |
| 6 | BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENT DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENT PLAN | FARGO ND | 4,207 | $583.2M | $3.6M |
| 7 | TRUSTEES OF WISCONSIN NECA-IBEW WISCONSIN NECA-IBEW RETIREMENT PLAN | MADISON WI | 2,796 | $715.2M | $3.1M |
| 8 | MD ELECTRICAL INDUSTRY S&A FUND MARYLAND ELECTRICAL INDUSTRY SEVERANCE & ANNUITY FUND | ONA WV | 3,045 | $329.4M | $2.6M |
| 9 | IBEW LOCAL UNION 14 WESTERN WISCONSIN ELECTRICAL WORKERS RETIREMENT PLAN | FALL CREEK WI | 1,414 | $337.4M | $2.2M |
| 10 | BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN | MADISON WI | 1,819 | $433.0M | $1.8M |
