Invesco Trust Company (EIN 20-2583973) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 23 filings report $23.5B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| UBC Russell 3000 Index Trust | 306 | 0 | $19.0B |
| Truist US Large Cap Core Index Trust | 321 | 0 | $1.2B |
| Invesco EQV International Equity Trust | 114 | 0 | $870.0M |
| UBC DC Russell 3000 Index Trust | 323 | 0 | $503.8M |
| Invesco Small Cap Index Plus Strategy Trust | 208 | 0 | $335.1M |
20-2583973 is the Employer Identification Number (EIN) Invesco Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Georgia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| Invesco Russell 3000 Index Trust | 320 | 0 | $276.4M |
| Truist International Developed Growth Index Trust | 304 | 0 | $246.6M |
| Invesco Balanced-Risk Allocation 10 Trust | 322 | 0 | $229.3M |
| Invesco Core Fixed Income Trust | 309 | 0 | $215.4M |
| Truist International Developed Value Index Trust | 305 | 0 | $146.0M |
| Invesco Global Diversified Real Assets Trust | 180 | 0 | $112.0M |
| Invesco American Franchise Trust | 105 | 0 | $96.9M |
| Invesco Diversified Dividend Trust | 103 | 0 | $85.1M |
| Invesco Mid Cap Growth Trust | 108 | 0 | $72.6M |
| Invesco Growth and Income Trust | 101 | 0 | $68.5M |
| Invesco Short Duration Inflation Protected Trust | 183 | 0 | $28.4M |
| Invesco Global Real Estate Income Trust | 181 | 0 | $27.7M |
| Invesco Global Targeted Returns Trust | 173 | 0 | $513K |
| Invesco RAFI Fundamental Global Index Trust | 313 | 0 | $502K |
| Invesco International Select Equity Trust | 178 | 0 | $128K |
| Invesco Global Infrastructure Trust | 182 | 0 | $37K |
| Invesco Balanced-Risk Allocation Original Trust | 307 | 0 | $36K |
| Invesco Global Asset Allocation Strategy Trust | 189 | 0 | $31K |
