PlanOptica

INVESCO Real Estate Fund Class Y

Ticker IARYX · Insurance contract

Matched by tickerMatch to checkAll 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
22
6 with $250K or more
Dollars held
$4.5M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$112K
Share of their fund dollars
0.9%

Same fund, other share classes

83 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class AIARAXRetail / revenue sharing74$13.6M
Class R6IARFXLow cost110$10.5M
Invesco Real Estate Fund Class Y (this page)IARYXNot stated22$4.5M
Class R5IARIXLow cost11$3.6M
Invesco Real Estate Fund Class RIARRXNot stated39$3.5M
Class InvestorREINXMid cost4$1.4M
Class CIARCXRetail / revenue sharing5$221K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
2 plans
$3.5M 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 (2 plans)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold INVESCO Real Estate Fund Class Y

The largest 10 plans in each list.

Bayview Physician Services, P.C. 401(k) Profit Sharing Plan$120M plan · Bayview Physician Services , P.C., VA · Empower$1.2M
New England Sinai Hospital Pension Plan$15.5M plan · New England Sinai Hospital, a Steward Family Hospital, Inc., TX · Empower$802K
Tocqueville Management Corporation Tax Deferred Savings Plan$61.2M plan · Tocqueville Management Corp., NY · Benefit Consultants Group$667K
Radio Flyer 401(k) Plan$36.6M plan · The Radio Flyer Company, IL · Empower$323K
Trout Ebersole & Groff, LLP Retirement Savings Plan$39.0M plan · Trout, Ebersole & Groff, LLP, PA · Empower$273K
Global Gaming LSP, LLC 401(k) Plan$5.4M plan · Global Gaming LSP, LLC Dba Lone Star Park at Grand Prairie, TX · Empower$253K
Butch's Rathole & Anchor Service, Inc. 401(k) Plan$17.0M plan · Butch's Rathole & Anchor Service, Inc., TX · Transamerica (Aegon)$222K
McCalla Raymer Leibert Pierce, LLC 401(k) Plan$41.5M plan · McCalla Raymer Leibert Pierce, LLC, GA · Empower$154K
Career Path Services 403(b) Plan$9.0M plan · Career Path Services, WA · Empower$146K
Dosal Tobacco Corporation 401(k) Plan$20.7M plan · Dosal Tobacco Corporation, FL · Empower$132K

Plans whose filed schedule lists INVESCO Real Estate Fund Class Y.

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How the filings spell it

Show 4 names seen in the filings
  • Invesco Real Estate
  • Invesco Real Estate Fund - Y
  • Invesco Real Estate Y
  • Real Estate Y