Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Funds Group, Inc. Invesco Real Estate R5 in their Schedule of Assets, totaling $30K 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 | STORY CONSTRUCTION CO. STORY CONSTRUCTION CO. RETIREMENT SAVINGS PLAN | AMES IA | 162 | $17.2M | $30K |
