Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Real Estate R6 Pooled separate account in their Schedule of Assets, totaling $103K 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 | LUMITE, INC. LUMITE, INC. 401(K) SAVINGS PLAN | ALTO GA | 128 | $5.2M | $60K |
| 2 | SOUTHVIEW DESIGN, INC. DBA SOUTHVIEW DESIGN SOUTHVIEW DESIGN, INC. 401(K) PROFIT SHARING PLAN - FINAL | ST. PAUL MN | 0 | $0 | $24K |
| 3 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN |
SARASOTA FL |
| 187 |
| $5.7M |
| $15K |
| 4 | RAMPART/WURTH HOLDING, INC. RAMPART/WURTH HOLDING, INC. RETIREMENT PLAN | NEW ORLEANS LA | 223 | $4.5M | $4K |
