Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Invesco Real Estate Fund in their Schedule of Assets, totaling $3.9M 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 | SEKISUI KYDEX, LLC SEKISUI KYDEX, LLC, ET AL RETIREMENT PLAN | BLOOMSBURG PA | 400 | $39.4M | $1.8M |
| 2 | MICRO CONTROL COMPANY MICRO CONTROL 401(K) & PROFIT SHARING PLAN | MINNEAPOLIS MN | 237 | $36.0M | $508K |
| 3 | OMNI OPHTHALMIC MANAGEMENT CONSULTANTS LLC OMNI OPHTHALMIC MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN |
ISELIN NJ |
| 431 |
| $40.0M |
| $446K |
| 4 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $394K |
| 5 | KIMBALL, TIREY & ST. JOHN LLP KIMBALL, TIREY & ST. JOHN LLP 401(K) PLAN | SAN DIEGO CA | 361 | $23.5M | $345K |
| 6 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN | MOUNT HOLLY NJ | 97 | $41.3M | $241K |
| 7 | CALIFORNIA SUPPLY, INC. CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 89 | $18.8M | $113K |
| 8 | ANIMAL DERMATOLOGY GROUP, INC. ANIMAL DERMATOLOGY 401(K) PLAN | NEWPORT BEACH CA | 383 | $18.7M | $22K |
| 9 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $17K |
| 10 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $7K |
