INVESCO BALANCED
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
3,930
Total plan assets
$693.6M
Filings (rows)
4
Direct comp
$318K
Indirect comp
$0
Aggregating 2 name variants under "INVESCO BALANCED"
SERVICES PROVIDED
Other4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| GLOBAL TACTICAL ASSET | 3 |
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY PENSION PLAN IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY PENSION PLAN | ROCHESTER, NY | Other NONE | 820 | $175.6M | $109K |
| B OF T IBEW LOCAL 640 CHAPTER NECA DB PENSION PLAN IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED BENEFIT PENSION PLAN | PHOENIX, AZ | Other NONE | 1,687 | $174.1M | $8K |
| BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY PENSION PLAN IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY PENSION PLAN | ROCHESTER, NY | Other NONE | 698 | $172.1M | $103K |
| BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY PENSION PLAN IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY PENSION PLAN | ROCHESTER, NY | Other NONE | 725 | $171.8M | $99K |