Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Real Estate R5 in their Schedule of Assets, totaling $1.1M 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 | BEVERLY HOSPITAL BEVERLY HOSPITAL MATCHING SAVINGS PLAN | MONTEBELLO CA | 219 | $41.0M | $684K |
| 2 | THE OHIO MOULDING CORP. THE OHIO MOULDING CORPORATION 401(K) & PROFIT SHARING TRUST | WICKLIFFE OH | 311 | $19.2M | $327K |
| 3 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN |
BEL AIR MD |
| 113 |
| $23.3M |
| $60K |
