Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Invesco Real Estate Fund (i) in their Schedule of Assets, totaling $3.5M 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 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $3.5M |
