Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Real Estate R6 Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $996K |
| 2 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $24K |
