DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Invesco Balanced-Risk Alloc. Trust

EIN 266399613
Public LPs on the tape
47
distinct allocators disclosing a fund
Commitment rows
105
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
47 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Liuna Staff and Affiliates Pension Fund40Multi-assetDec 31, 2022Dec 31, 2025
Local 91 Pension Fund40Multi-assetDec 31, 2022Dec 31, 2025
Local 808 Ibt Pension Plan30Multi-assetSep 30, 2023Sep 30, 2025
Pointers, Cleaners, & Caulkers Pension Fund30Multi-assetJun 30, 2023Jun 30, 2025
National Elevator Industry Pension Plan30Multi-assetJun 30, 2023Jun 30, 2025
Metal Trades Branch Local 638 Pension Fund30Multi-assetJun 30, 2023Jun 30, 2025
United Mine Workers of America 1974 Pension Plan30Multi-assetJun 30, 2023Jun 30, 2025
Iron Workers District Council of Western New York and Vicinity Pension Plan30Multi-assetJun 30, 2023Jun 30, 2025
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund30Multi-assetJun 30, 2023Jun 30, 2025
U.A. Local No. 447 Pension Fund30Multi-assetJun 30, 2023Jun 30, 2025
Puget Sound Electrical Workers Pension Plan30Multi-assetMay 31, 2023May 31, 2025
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan30Multi-assetMay 31, 2023May 31, 2025
North Central States Regional Council of Carpenters Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan30Multi-assetDec 31, 2022Dec 31, 2024
Teamsters Joint Council No. 83 of Virginia Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Steamfitters Industry Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Alaska Plumbing and Pipefitting Industry Pension Plan30Multi-assetDec 31, 2022Dec 31, 2024
Senior Service America, Inc. Staff Pension Plan30Multi-assetDec 31, 2022Dec 31, 2024
Local 553 Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association30Multi-assetDec 31, 2022Dec 31, 2024
Local 840 I. B. of T. Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Pension and Annuity Plan of the Bricklayers Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Western States Office & Professional Employees Pen30Multi-assetDec 31, 2022Dec 31, 2024
Pipefitters Local 636 Defined Benefit Pension Fund30Multi-assetDec 31, 2022Dec 31, 2024
Meat Cutters Union Local No. 88 and Food Employers Pension Trust20Multi-assetJul 31, 2023Jul 31, 2024
Uanpf Staff Retirement Plan20Multi-assetJun 30, 2023Jun 30, 2024
Actors' Equity Association Staff Pension Plan20Multi-assetMar 31, 2023Mar 31, 2024
Liuna National (industrial) Pension Fund20Multi-assetDec 31, 2022Dec 31, 2023
WA State Plumbing and Pipefitting Industry Pension Plan20Multi-assetDec 31, 2022Dec 31, 2023
Western Washington Laborers-Employers Pension Plan20Multi-assetDec 31, 2022Dec 31, 2023
The Newspaper Guild International Pension Plan20Multi-assetDec 31, 2022Dec 31, 2023
Gciu - Employer Retirement Benefit Plan20Multi-assetDec 31, 2022Dec 31, 2023
I.B.E.W. Local 139 Pension Plan10Multi-assetJun 30, 2023Jun 30, 2023
Arizona Sheet Metal Pension Trust Fund10Multi-assetJun 30, 2023Jun 30, 2023
United Association National Pension Fund10Multi-assetJun 30, 2023Jun 30, 2023
Distributors Association Warehousemen's Pension Trust10Multi-assetMay 31, 2023May 31, 2023
SAN Francisco Culinary Bartenders & Service Employees Pension Plan10Multi-assetMar 31, 2023Mar 31, 2023
Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan10Multi-assetDec 31, 2022Dec 31, 2022
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan10Multi-assetDec 31, 2022Dec 31, 2022
Teamster Affiliates Pension Plan10Multi-assetDec 31, 2022Dec 31, 2022
Pipe Trades District Council No 36 Pension Trust10Multi-assetDec 31, 2022Dec 31, 2022
Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trust10Multi-assetDec 31, 2022Dec 31, 2022
International Brotherhood of Teamsters Retirement & Family Protection10Multi-assetDec 31, 2022Dec 31, 2022
United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan10Multi-assetDec 31, 2022Dec 31, 2022
Western Conference of Teamsters Pension Plan10Multi-assetDec 31, 2022Dec 31, 2022
Southern California Lumber Industry Retirement Fund10Multi-assetDec 31, 2022Dec 31, 2022
U. a. Local No. 159 Defined Benefit Plan10Multi-assetDec 31, 2022Dec 31, 2022
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
105 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Liuna Staff and Affiliates Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$38.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Local 91 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Local 808 Ibt Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pointers, Cleaners, & Caulkers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025National Elevator Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$255M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Metal Trades Branch Local 638 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$41.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025United Mine Workers of America 1974 Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$42.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Iron Workers District Council of Western New York and Vicinity Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Iron Workers Local No. 5 & Iwea Employees Pension Trust FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$33.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025U.A. Local No. 447 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$22.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Puget Sound Electrical Workers Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$33.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025International Brotherhood of Electrical Workers Local Union No. 99 Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024North Central States Regional Council of Carpenters Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$34.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 91 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$50.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Teamsters Joint Council No. 83 of Virginia Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$64.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Steamfitters Industry Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alaska Plumbing and Pipefitting Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Senior Service America, Inc. Staff Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liuna Staff and Affiliates Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$37.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 553 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service AssociationInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$75.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 840 I. B. of T. Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension and Annuity Plan of the Bricklayers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Office & Professional Employees PenInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$66.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pipefitters Local 636 Defined Benefit Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Local 808 Ibt Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Meat Cutters Union Local No. 88 and Food Employers Pension TrustInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Metal Trades Branch Local 638 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$40.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Iron Workers District Council of Western New York and Vicinity Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$28.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pointers, Cleaners, & Caulkers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024National Elevator Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$248M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024United Mine Workers of America 1974 Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$49.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Iron Workers Local No. 5 & Iwea Employees Pension Trust FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$32.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024U.A. Local No. 447 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Uanpf Staff Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Puget Sound Electrical Workers Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$25.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024International Brotherhood of Electrical Workers Local Union No. 99 Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Actors' Equity Association Staff Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Office & Professional Employees PenInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$52.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 91 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liuna Staff and Affiliates Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Senior Service America, Inc. Staff Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Steamfitters Industry Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liuna National (industrial) Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension and Annuity Plan of the Bricklayers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 840 I. B. of T. Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 553 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$48.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WA State Plumbing and Pipefitting Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$38.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Washington Laborers-Employers Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$49.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pipefitters Local 636 Defined Benefit Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service AssociationInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$76.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023North Central States Regional Council of Carpenters Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$36.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alaska Plumbing and Pipefitting Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$22.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Newspaper Guild International Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Teamsters Joint Council No. 83 of Virginia Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$61.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Gciu - Employer Retirement Benefit PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$34.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Local 808 Ibt Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Meat Cutters Union Local No. 88 and Food Employers Pension TrustInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023U.A. Local No. 447 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Iron Workers Local No. 5 & Iwea Employees Pension Trust FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$29.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023National Elevator Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$226M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023I.B.E.W. Local 139 Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Iron Workers District Council of Western New York and Vicinity Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Arizona Sheet Metal Pension Trust FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Metal Trades Branch Local 638 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$37.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pointers, Cleaners, & Caulkers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023United Association National Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$186M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023United Mine Workers of America 1974 Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$115M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Uanpf Staff Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023International Brotherhood of Electrical Workers Local Union No. 99 Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$6.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Distributors Association Warehousemen's Pension TrustInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Puget Sound Electrical Workers Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Actors' Equity Association Staff Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023SAN Francisco Culinary Bartenders & Service Employees Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$34.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Newspaper Guild International Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 840 I. B. of T. Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamster Affiliates Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pipe Trades District Council No 36 Pension TrustInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gciu - Employer Retirement Benefit PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$31.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension TrustInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Brotherhood of Teamsters Retirement & Family ProtectionInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 91 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teamsters Joint Council No. 83 of Virginia Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$56.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$45.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 553 Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Conference of Teamsters Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$539M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension and Annuity Plan of the Bricklayers Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Senior Service America, Inc. Staff Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern California Lumber Industry Retirement FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service AssociationInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$53.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pipefitters Local 636 Defined Benefit Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WA State Plumbing and Pipefitting Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$49.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alaska Plumbing and Pipefitting Industry Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Steamfitters Industry Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Washington Laborers-Employers Pension PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$46.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Office & Professional Employees PenInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$48.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liuna National (industrial) Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022North Central States Regional Council of Carpenters Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$41.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U. a. Local No. 159 Defined Benefit PlanInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liuna Staff and Affiliates Pension FundInvesco Balanced-Risk Allocation Trcollective trustMulti-asset$47.5M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Jun 30, 2025Holding endedinferenceUanpf Staff Retirement Plan
    Uanpf Staff Retirement Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Mar 31, 2025Holding endedinferenceActors' Equity Association Staff Pension Plan
    Actors' Equity Association Staff Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $7M at 2024-03-31; absent from the 2025-03-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceGciu - Employer Retirement Benefit Plan
    Gciu - Employer Retirement Benefit Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceWA State Plumbing and Pipefitting Industry Pension Plan
    WA State Plumbing and Pipefitting Industry Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $39M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceLiuna National (industrial) Pension Fund
    Liuna National (industrial) Pension Fund no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $26M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Newspaper Guild International Pension Plan
    The Newspaper Guild International Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceIron Workers District Council of Western New York and Vicinity Pension Plan
    Invesco Balanced-Risk Alloc. Trust no longer appears on Iron Workers District Council of Western New York and Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Jun 30, 2024Holding endedinferenceUnited Association National Pension Fund
    United Association National Pension Fund no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $186M at 2023-06-30; absent from the 2024-06-30 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Jun 30, 2024Holding endedinferenceI.B.E.W. Local 139 Pension Plan
    I.B.E.W. Local 139 Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Jun 30, 2024Holding endedinferenceArizona Sheet Metal Pension Trust Fund
    Arizona Sheet Metal Pension Trust Fund no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • May 31, 2024Holding endedinferenceDistributors Association Warehousemen's Pension Trust
    Distributors Association Warehousemen's Pension Trust no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $4M at 2023-05-31; absent from the 2024-05-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceChicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trust
    Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trust no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceTeamster Affiliates Pension Plan
    Teamster Affiliates Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceU. a. Local No. 159 Defined Benefit Plan
    U. a. Local No. 159 Defined Benefit Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan
    Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceWestern Conference of Teamsters Pension Plan
    Western Conference of Teamsters Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $539M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceSouthern California Lumber Industry Retirement Fund
    Southern California Lumber Industry Retirement Fund no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceUnited Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $31M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceInternational Brotherhood of Teamsters Retirement & Family Protection
    International Brotherhood of Teamsters Retirement & Family Protection no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferencePipe Trades District Council No 36 Pension Trust
    Pipe Trades District Council No 36 Pension Trust no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov