Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 76 retirement plans report an interest in this investment, totaling $8.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Invesco Real Estate A, Invesco Real Estate Fund, Invesco Real Estate Y, Invesco Real Estate, Invesco Real Estate R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BAYVIEW PHYSICIAN SERVICES , P.C. BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN | CHESAPEAKE VA | 271 | $112.9M | $1.2M |
| 2 | NEW ENGLAND SINAI HOSPITAL, A STEWARD FAMILY HOSPITAL, INC. NEW ENGLAND SINAI HOSPITAL PENSION PLAN | DALLAS TX | 1 | $15.5M | $802K |
| 3 | BAKER COLLEGE PROFESSIONAL SERVICES, INC. BAKER COLLEGE EMPLOYEES' PENSION TRUST | OWOSSO MI | 414 | $83.9M | $798K |
| 4 | FERNCO, INC. COOPER COMPANIES, INC. 401(K) PROFIT SHARING PLAN | DAVISON MI | 270 | $41.6M | $523K |
| 5 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 296 | $30.6M | $374K |
| 6 | ROSEBUD OPERATING SERVICES, INC. ROSEBUD OPERATING SERVICES, INC. EMPLOYEE 401(K) RETIREMENT PLAN | BOISE ID | 93 | — | $340K |
| 7 | TROUT, EBERSOLE & GROFF, LLP TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN | LANCASTER PA | 129 | $35.2M | $319K |
| 8 | MEMBERS COOPERATIVE CREDIT UNION MEMBERS COOPERATIVE CREDIT UNION 401(K) SAVINGS PLAN | DULUTH MN | 202 | $30.9M | $318K |
| 9 | THE RADIO FLYER COMPANY RADIO FLYER 401(K) PLAN | CHICAGO IL | 90 | $34.7M | $290K |
| 10 | STANLEY G. ALEXANDER, INC. STANLEY G. ALEXANDER, INC. 401(K) PLAN | TUSTIN CA | 274 | $19.4M | $287K |
