Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Invesco Real Estate R6 Mutual fund - in their Schedule of Assets, totaling $1.8M 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 | CARMEL PARTNERS MANAGEMENT LLC CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 307 | $49.1M | $524K |
| 2 | FLUENCE ENERGY, LLC FLUENCE SAVINGS PLAN | ARLINGTON VA | 736 | $80.9M | $364K |
| 3 | COAST PROFESSIONAL INC. COAST PROFESSIONAL INC. PROFIT SHARING PLAN |
WEST MONROE LA |
| 563 |
| $9.0M |
| $275K |
| 4 | CNM, LLP CNM 401(K) PLAN | WOODLAND HILLS CA | 173 | $23.0M | $141K |
| 5 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $140K |
| 6 | OPEN MORTGAGE, LLC OPEN MORTGAGE 401(K) PLAN | AUSTIN TX | 311 | $5.6M | $109K |
| 7 | CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | OAKLAND CA | 161 | $16.0M | $72K |
| 8 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN | CHICAGO IL | 96 | $11.5M | $48K |
| 9 | RUGGABLE, LLC RUGGABLE 401(K) PLAN | GARDENA CA | 521 | $13.6M | $30K |
| 10 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $29K |
