Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Real Estate Fund Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $2.1M |
| 2 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $1.8M |
| 3 | VERBIT, INC. VERBIT GROUP RETIREMENT SAVINGS PLAN |
| 409 |
| $25.5M |
| $702K |
| 4 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $269K |
| 5 | ADEIA INC. ADEIA 401(K) PLAN | SAN JOSE CA | 146 | $34.6M | $215K |
| 6 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $102K |
| 7 | EMANATE HEALTH MSO EMANATE HEALTH MSO 401(K) PLAN | COVINA CA | 3 | $12.3M | $65K |
| 8 | CHIMP HAVEN, INC. CHIMP HAVEN, INC. 403(B) PLAN | KEITHVILLE LA | 61 | $3.7M | $32K |
| 9 | VERSANT SUPPLY CHAIN, INC. VERSANT SUPPLY CHAIN 401(K) PLAN | CORDOVA TN | 36 | $1.3M | $25K |
| 10 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $12K |
