Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Valic Invesco Bal Risk Commod STR R5 in their Schedule of Assets, totaling $261K 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 | THE CUSHMAN SCHOOL, INC. THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN | MIAMI FL | 283 | $9.2M | $78K |
| 2 | TEAM SERVICES, LLC TEAM SERVICES, LLC 401(K) P/S PLAN | BATON ROUGE LA | 107 | $3.9M | $57K |
| 3 | WEST ALABAMA MENTAL HEALTH BOARD, INC. WEST ALABAMA MENTAL HEALTH BOARD, INC. 403(B) PLAN |
DEMOPOLIS AL |
| 91 |
| $2.9M |
| $40K |
| 4 | HOMES FOR KIDS OF OHIO INC HOMES FOR KIDS RETIREMENT PLAN | NILES OH | 153 | $3.8M | $37K |
| 5 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN | CHATHAM NJ | 411 | $36.3M | $22K |
| 6 | EVANSVILLE CHRISTIAN SCHOOL, INC. EVANSVILLE CHRISTIAN SCHOOL RETIREMENT PLAN | NEWBURGH IN | 168 | $4.2M | $10K |
| 7 | HOLY TRINITY EPISCOPAL ACADEMY HTEA EMPLOYEE RETIREMENT PLAN | MELBOURNE FL | 171 | $14.1M | $6K |
| 8 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $5K |
| 9 | SOUTHMINSTER, INC. SOUTHMINSTER RETIREMENT PLAN | CHARLOTTE NC | 431 | $13.3M | $3K |
| 10 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $2K |
