Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Invesco: Real Estate Fund in their Schedule of Assets, totaling $12.7M 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 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $6.5M |
| 2 | LIVE NATION ENTERTAINMENT, INC. LIVE NATION ENTERTAINMENT, INC. 401(K) SAVINGS PLAN | BEVERLY HILLS CA | 10,560 | $1.0B | $4.6M |
| 3 | WOLD ARCHITECTS & ENGINEERS |
SAINT PAUL MN |
| 350 |
| $59.3M |
| $661K |
| 4 | TTCU FEDERAL CREDIT UNION TTCU RETIREMENT PLAN | TULSA OK | 395 | $49.3M | $265K |
| 5 | GUDEL, INC. GUDEL, INC. RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 99 | $11.1M | $193K |
| 6 | PLAN FIDUCIARY SERVICES, INC. GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN | CLEARWATER FL | 107 | $20.5M | $106K |
| 7 | J. DAVIS ARCHITECTS, PC J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN | RALEIGH NC | 57 | $11.6M | $90K |
| 8 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $82K |
| 9 | HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL HILLER, LLC 401(K) PLAN | NASHVILLE TN | 782 | $17.4M | $81K |
| 10 | CALIFORNIA FISH GRILL, LLC CALIFORNIA FISH GRILL, LLC 401(K) PLAN | NEWPORT BEACH CA | 780 | $5.1M | $53K |
