Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Real Estate A Pooled separate account in their Schedule of Assets, totaling $843K 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 | PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MS | 128 | $41.0M | $367K |
| 2 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. 403(B) PLAN | BROOKLYN NY | 1,416 | $14.7M | $264K |
| 3 |
BROOKLYN NY |
| 900 |
| $17.9M |
| $155K |
| 4 | WAVESTREAM CORPORATION WAVESTREAM CORPORATION 401(K) PLAN | SAN DIMAS CA | 139 | $19.4M | $35K |
| 5 | HILLSDALE FURNITURE LLC HILLSDALE FURNITURE LLC 401K PROFIT SHARING PLAN | LOUISVILLE KY | 133 | $7.9M | $23K |
