Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Real Estate R in their Schedule of Assets, totaling $750K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $337K |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $172K |
| 3 | SUMMERS-TAYLOR, INC SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN |
JOHNSON CITY TN |
| 742 |
| $16.5M |
| $128K |
| 4 | CITIZENS BANK CITIZENS BANK, COLUMBIA, MISSISSIPPI 401(K)SAVINGS PLAN | COLUMBIA MS | 114 | $17.0M | $38K |
| 5 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $34K |
| 6 | LASALLE MANAGEMENT COMPANY, L.L.C. LASALLE SOUTHWEST 401(K) PLAN | RUSTON LA | 1,846 | $7.4M | $21K |
| 7 | WARABEYA U.S.A., INC., DBA TOKYO WARABEYA U.S.A., INC. 401(K) PLAN | WAIPAHU HI | 198 | $1.9M | $16K |
| 8 | BTI SECURITY BTI SECURITY 401(K) PLAN | ROCKVILLE MD | 1,118 | $2.5M | $4K |
