Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Select Risk: Moderate Inv R Invesco 0 in their Schedule of Assets, totaling $883K 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 | SEIU LOCAL 521 SEIU LOCAL 521 401(K) PLAN | SAN JOSE CA | 122 | $9.4M | $849K |
| 2 | HILL COUNTRY TRANSIT DISTRICT HILL COUNTRY TRANSIT DISTRICT 401(K) PLAN | BELTON TX | 131 | $2.3M | $34K |
