Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Real Estate ................................... in their Schedule of Assets, totaling $14.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $13.2M |
| 2 | AROTECH CORPORATION AROTECH 401(K) PLAN | ANN ARBOR MI | 555 | $89.0M | $611K |
| 3 | CHEMOIL ENERGY SERVICES, LLC CHEMOIL ENERGY SERVICES LLC RETIREMENT SAVINGS PLAN |
EDMOND OK |
| 411 |
| $11.8M |
| $78K |
| 4 | GEORGIA LOGISTICS GROUP, INC. GEORGIA LOGISTICS GROUP, INC. 401(K) RETIREMENT PLAN | ST. SIMONS ISLAND GA | 93 | $11.5M | $72K |
| 5 | GAMA-1 TECHNOLOGIES, LLC GAMA-1 TECHNOLOGIES 401(K) PLAN | GREENBELT MD | 99 | $5.1M | $38K |
| 6 | CUMBERLAND VALLEY NATIONAL BANK CUMBERLAND VALLEY FINANCIAL CORPORATION SAVINGS & RETIREMENT PLAN | LONDON KY | 144 | $16.9M | $29K |
| 7 | DESIGNER GREETINGS INC DESIGNER GREETINGS INC. 401K PLAN | EDISON NJ | 188 | $8.5M | $20K |
| 8 | GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. SAVINGS PLAN | KALAMAZOO MI | 250 | $2.1M | $18K |
| 9 | INDIVIDUAL MANAGEMENT C CONSULTANT INC. INDIVIDUAL MANAGEMENT CONSULTANT INC. RETIREMENT PLAN | PONCE PR | 449 | $2.6M | $2K |
