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 | PARAMETRIC PORTFOLIO ASSOCIATES LLC PARAMETRIC DEFENSIVE EQUITY FUND LLC | MINNEAPOLIS MN | — | $5.3B | $1.1B |
| 2 | BERKSHIRE HATHAWAY CREDIT CORPORATION BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN | OMAHA NE | 7,732 | $5.2B | $397.9M |
| 3 | INVESCO ADVISERS, INC INVESCO GOVERNMENT LIQUIDITY FUND, A SERIES OF INVESCO MULTI SERIES FUNDS II, LLC | ATLANTA GA | — | $2.6B |
| $356.7M |
| 4 | INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA GA | — | $1.8B | $118.7M |
| 5 | RETIREE'S WELFARE TRUST BOARD OF TRUSTEES RETIREE'S WELFARE TRUST | SEATTLE WA | 13,361 | $156.8M | $34.4M |
| 6 | INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA GA | — | $427.3M | $32.4M |
| 7 | INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC - INVESCO BALANCED-RISK ALLOCATION 12 FUND | ATLANTA GA | — | $269.0M | $20.4M |
| 8 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $19.7M |
| 9 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $13.5M |
| 10 | BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUND LABORERS NATIONAL PENSION FUND | DALLAS TX | 10,811 | $1.5B | $12.5M |
