Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 57 retirement plans report an interest in this investment, totaling $2.1B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Invesco Short-term Investment Fund, Invesco Short Term Investment Fund, Invesco Short Term Investment Trust. Counts combine all variants of the same investment.
| # | 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 | INVESCO TRUST COMPANY INVESCO MACRO ALLOCATION STRATEGY TRUST | ATLANTA GA | — | $227.0M | $83.5M |
| 10 | INVESCO TRUST COMPANY IBEW-NECA STABLE VALUE TRUST | ATLANTA GA | — | $3.5B | $83.0M |
