How big is Invesco Trust Company's plan?

Invesco Trust Company's plan reported $335.1M in assets for 2024.

Original filing (PDF)20251002141717NAL0000596465001

Invesco Trust Company

Name: Invesco Trust Company — Invesco Small Cap Index Plus, Form 5500 (2024)
Creator: Invesco Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Invesco Small Cap Index Plus Strategy Trust

Employee benefit plan · Invesco Trust Company's Invesco Small Cap Index Plus Strategy Trust reported $335.1M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$335.1M

Net assets (EOY)

$335.1M

Plan identifiers

Invesco Trust Company's EIN is 20-2583973.

EIN 20-2583973

Plan number 208

Plan year 2024

ACK ID 20251002141717NAL0000596465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Invesco Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESCO TRUST COMPANY.

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How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Below-peer total plan cost (88th percentile).
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

INVESCO TRUST COMPANY

EIN

all filings

Address

1331 SPRING STREET NW, SUITE 2500 · ATLANTA, GA · 30309

Phone

(404) 892-0896

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

208

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $307.1M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
INVESCO MACRO ALLOCATION STRATEGY T INVESCO TRUST COMPANY · EIN 81-2234495 / PN 001	Common Collective Trust	$182.2M	54.4%
INVESCO SHORT-TERM INVESTMENT FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 001	Common Collective Trust	$113.3M	33.8%
INVESCO GOVERNMENT LIQUIDITY TRUST INVESCO TRUST COMPANY · EIN 81-5152017 / PN 001	Common Collective Trust	$11.6M	3.5%