Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Global Real Estate R in their Schedule of Assets, totaling $13K 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 | RBK, INC. SWP-JPI-LEF-SWD 401(K) PLAN | SYRACUSE IN | 262 | $3.2M | $7K |
| 2 | MEXCOR TEXAS, LLC MEXCOR TEXAS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 237 | $2.2M | $4K |
| 3 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN |
| 221 |
| $6.1M |
| $2K |
| 4 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN | COLORADO SPRINGS CO | 426 | $3.0M | $289 |
