Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Real Estate Fund Class A " in their Schedule of Assets, totaling $4.6M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $4.4M |
| 2 | DAVIS & TOWLE GROUP, INC. DAVIS & TOWLE GROUP, INC. 401(K) PLAN & TRUST | CONCORD NH | 137 | $14.2M | $125K |
| 3 | ANALYTIC PARTNERS, INC. |
MIAMI FL |
| 325 |
| $28.7M |
| $87K |
