Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Invesco Real Estate A in their Schedule of Assets, totaling $5.0M 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 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $2.2M |
| 2 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $802K |
| 3 | AHP MANAGEMENT CORPORATION |
ATLANTA GA |
| 271 |
| $8.7M |
| $449K |
| 4 | HIGH RISE FIRE PROTECTION CORP. HIGH RISE FIRE PROTECTION CORP 401K PSP FOR UNION MEMBERS | BROOKLYN NY | 106 | $7.5M | $272K |
| 5 | DAEDONG-USA, INC. DAEDONG-USA, INC. 401(K) PLAN | WENDELL NC | 156 | $7.1M | $253K |
| 6 | WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS NE | 319 | $14.2M | $199K |
| 7 | PREMIER AUTOMOTIVE PREMIER AUTO GROUP 401K PLAN | BRANFORD CT | 102 | $4.5M | $174K |
| 8 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $137K |
| 9 | SDC PROPERTIES, INC SDC PROPERTIES, INC 401(K) PLAN | HILTON HEAD SC | 211 | $3.6M | $125K |
| 10 | MCE CARS, INC. MCE CARS, INC. 401K PLAN | GREER SC | 125 | $4.6M | $92K |
