Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Invesco Global Real Estate Income Fund in their Schedule of Assets, totaling $568K 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 | NORTHROCK PARTNERS, LLC NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN | MINNEAPOLIS MN | 175 | $20.0M | $568K |
