Invesco Short-term Investment Fund
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 58 retirement plans report an interest in this investment, totaling $2.2B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
58
Reported interest (EOY)
$2.2B
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: Invesco Short-term Investment Fund, Invesco Short Term Investment Fund, Invesco Short Term Investment Trust, Invesco Short-term Investment Trust. Counts combine all variants of the same investment.
Plans holding Invesco Short-term Investment Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INVESCO TRUST COMPANY INVESCO BALANCED-RISK ALLOCATION TRUST | ATLANTA GA | — | $1.4B | $449.5M |
| 2 | INVESCO TRUST COMPANY INVESCO STABLE VALUE TRUST | ATLANTA GA | — | $13.0B | $304.8M |
| 3 | INVESCO TRUST COMPANY UBC RUSSELL 3000 INDEX TRUST | ATLANTA GA | — | $19.0B | $185.6M |
| 4 | INVESCO TRUST COMPANY INVESCO BALANCED-RISK COMMODITY TRUST | ATLANTA GA | — | $383.8M | $171.9M |
| 5 | INVESCO TRUST COMPANY INVESCO SHORT-TERM BOND FUND | ATLANTA GA | — | $19.7B | $154.4M |
| 6 | INVESCO TRUST COMPANY INVESCO CORE PLUS FIXED INCOME TRUST | ATLANTA GA | — | $665.7M | $136.0M |
| 7 | INVESCO TRUST COMPANY INVESCO SMALL CAP INDEX PLUS STRATEGY TRUST | ATLANTA GA | — | $335.1M | $113.3M |
| 8 | INVESCO TRUST COMPANY INVESCO BALANCED-RISK ALLOCATION 10 TRUST | ATLANTA GA | — | $229.3M | $110.1M |
| 9 | MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | REDMOND WA | 115,488 | $77.9B | $96.6M |
| 10 | INVESCO TRUST COMPANY INVESCO MACRO ALLOCATION STRATEGY TRUST | ATLANTA GA | — | $227.0M | $83.5M |
See all 58 plans holding Invesco Short-term Investment Fund
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