INVESCO Real Estate Fund CLASS R5
Ticker IARIX · Mutual fund · Share class: Class R5
Matched by tickerAll Invesco fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
11
5 with $250K or more
Dollars held
$3.6M
69,851 of 69,862 plans with fund lines hold none
Median per plan
$185K
Share of their fund dollars
1.1%
Same fund, other share classes
83 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class AIARAX | Retail / revenue sharing | 74 | $13.6M |
| Class R6IARFX | Low cost | 110 | $10.5M |
| Invesco Real Estate Fund Class YIARYX | Not stated | 22 | $4.5M |
| Class R5 (this page)IARIX | Low cost | 11 | $3.6M |
| Invesco Real Estate Fund Class RIARRX | Not stated | 39 | $3.5M |
| Class InvestorREINX | Mid cost | 4 | $1.4M |
| Class CIARCX | Retail / revenue sharing | 5 | $221K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
6 plans
$7.5M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (6 plans)
| Plan | Year-end value |
|---|---|
| Tanner Memorial Clinic Employee 401(k)PROFIT Sharing Plan$50M-$250M | $3.8M to $3.9M |
| Colsa Corporation 401(k) Profit Sharing Plan$250M-$1B | $1.9M |
| Finance Factors 401(k)$5M-$50M | $498K to $581K |
| The Southern Bancshares 401(k) Plan$5M-$50M | $487K to $503K |
| Retirement Plan of Goodsill Anderson Quinn & Stifel$50M-$250M | $450K |
See all 6 plans (6 changes) with Pro. Pro names every plan, with dollars and dates.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold INVESCO Real Estate Fund CLASS R5
The largest 10 plans in each list.
| Graham Hospital Thrift and Savings Plan$65.9M plan · Graham Hospital, IL · Principal | $1.2M |
| Ken-Crest Services 403(b) Retirement Plan$61.3M plan · Kencrest Services, Inc., PA · Not identified | $898K |
| Pma Financial Network, LLC 401(k) Plan$49.9M plan · Pma Financial Network, LLC, IL · ADP | $517K |
| North Star Mutual Insurance Company 401(k) Plan$52.2M plan · North Star Mutual Insurance Company, MN · Empower | $449K |
| Multicultural Radio Broadcasting 401(k) Savings Plan$21.9M plan · Multicultural Radio Broadcasting, NY · Morgan Stanley | $254K |
| Culver Franchising System, LLC 401(k) Retirement Plan$45.3M plan · Culver Franchising System, LLC, WI · Empower | $185K |
| Ims Gear Holding Inc 401(k) Plan & Trust$18.5M plan · Ims Gear Holding Inc, GA · Bank of America (Merrill) | $55K |
| Salvagnini America 401(k) Plan$18.1M plan · Salvagnini America, Inc., OH · Fidelity (FMR) | $26K |
| Edwards Moving & Rigging, Inc. 401(k) Plan$10.8M plan · Edwards Moving & Rigging, Inc., KY · Transamerica (Aegon) | $12K |
| Imperial Dade Puerto Rico Profit Sharing and 401(k) Plan$2.6M plan · Dade Paper & Bag, LLC, NJ · Empower | $11K |
Plans whose filed schedule lists INVESCO Real Estate Fund CLASS R5.
See all 11 plans with Pro. Free for 7 days, then $49 a month.
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How the filings spell it
Show 6 names seen in the filings
- Invesco Real Estate
- Invesco Real Estate - R5
- Invesco Real Estate Fund - R5
- Invesco Real Estate Fund R5 Class
- Invesco Real Estate R5 Class
- Real Estate R5