Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Short Term Bond Fund in their Schedule of Assets, totaling $421.2M 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 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $421.0M |
| 2 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $157K |
| 3 | ALCO MANAGEMENT, INC. ALCO MANAGEMENT, INC. 401(K) PLAN |
MEMPHIS TN |
| 229 |
| $10.5M |
| $67K |
