Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Global Real Estate Income Fund Mutual fund in their Schedule of Assets, totaling $479K 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 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $422K |
| 2 | BERRIDGE MANUFACTURING COMPANY BERRIDGE MANUFACTURING 401(K) PLAN | SAN ANTONIO TX | 155 | $9.9M | $42K |
| 3 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
LONG BEACH CA |
| 375 |
| $85.8M |
| $15K |
