Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Core Real Estate – U.S.A., L.P.** Real estate fund in their Schedule of Assets, totaling $118.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK NY | 9,269 | $4.0B | $69.6M |
| 2 | NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK NY | 12,447 | $3.1B | $49.3M |
