U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST SHORT TERM INVESTMENT FUND | ATLANTA GA | — | $1.8B | $15.0M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $10.9M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $7.0M |
| 4 |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN |
ST. PAUL MN |
| 27,531 |
| $4.2B |
| $5.8M |
| 5 | INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA GA | — | $1.8B | $5.7M |
| 6 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $2.9M |
| 7 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST JENNISON INTERMEDIATE FUND | ATLANTA GA | — | $4.6B | $2.2M |
| 8 | INVESCO TRUST COMPANY INVESCO INTERMEDIATE FUND | ATLANTA GA | — | $4.4B | $2.2M |
| 9 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $1.6M |
| 10 | INVESCO TRUST COMPANY IFIT INVESCO CONSTRAINED CORE FIXED INCOME FUND | ATLANTA GA | — | $2.7B | $1.6M |
