INVESCO CAPITAL MANAGEMENT
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
41
Active participants
100,192
Total plan assets
$78.5B
Filings (rows)
41
Direct comp
$11.7M
Indirect comp
$0
SERVICES PROVIDED
Other38
Advisor / Consultant2
Recordkeeper1
Top plans served
All 41 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON, TX | Other NONE | 12,051 | $7.7B | $705K |
| PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON, TX | Other NONE | 12,476 | $7.6B | $409K |
| PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON, TX | Other NONE | 10,970 | $6.1B | $447K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 4,644 | $4.5B | $1.4M |
| MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST | NEW YORK, NY | Other NONE | — | $4.1B | $490K |
| THE COCA-COLA COMPANY THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) | ATLANTA, GA | Other NONE | — | $3.8B | $326K |
| MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST | NEW YORK, NY | Other NONE | — | $3.7B | $518K |
| UMWA 1974 PENSION TRUST BOARD OF TRUSTEES UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN | WASHINGTON, DC | Other NONE | 58 | $3.5B | $514K |
| THE NORTHERN TRUST COMPANY THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN | CHICAGO, IL | Other NONE | 9,702 | $3.3B | $274K |
| MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST | NEW YORK, NY | Other NONE | — | $3.3B | $526K |
| DUPONT DE NEMOURS, INC. DUPONT SPECIALTY PRODUCTS AND RELATED CO. SAVINGS PLAN MASTER TRUST | WILMINGTON, DE | Other NONE | — | $3.2B | $209K |
| UMWA 1974 PENSION TRUST BOARD OF TRUSTEES UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN | WASHINGTON, DC | Other NONE | 52 | $3.1B | $463K |
| DUPONT DE NEMOURS, INC. DUPONT SPECIALTY PRODUCTS AND RELATED CO. SAVINGS PLAN MASTER TRUST | WILMINGTON, DE | Other NONE | — | $3.1B | $238K |
| THE NORTHERN TRUST COMPANY THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN | CHICAGO, IL | Other NONE | 9,576 | $2.9B | $293K |
| DUPONT DE NEMOURS, INC. DUPONT SPECIALTY PRODUCTS AND RELATED CO. SAVINGS PLAN MASTER TRUST | WILMINGTON, DE | Other NONE | — | $2.8B | $257K |
| NORFOLK SOUTHERN CORPORATION RETIREMENT PLAN OF NORFOLK SOUTHERN CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES | ATLANTA, GA | Other NONE | 4,771 | $2.5B | $915K |
| THE NORTHERN TRUST COMPANY THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN | CHICAGO, IL | Other NONE | 9,829 | $2.5B | $298K |
| NORFOLK SOUTHERN CORPORATION RETIREMENT PLAN OF NORFOLK SOUTHERN CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES | ATLANTA, GA | Other NONE | 4,745 | $2.5B | $881K |
| NORFOLK SOUTHERN CORPORATION RETIREMENT PLAN OF NORFOLK SOUTHERN CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES | ATLANTA, GA | Other NONE | 4,645 | $2.2B | $951K |
| CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED CONTRIBUTION PLANS MTIA | OAK RIDGE, TN | Other NONE | — | $1.0B | $242K |
| PORTLAND GENERAL ELECTRIC COMPANY PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN | PORTLAND, OR | Other NONE | 2,935 | $971.8M | $219K |
| CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED CONTRIBUTION PLANS MTIA | OAK RIDGE, TN | Other NONE | — | $915.7M | $299K |
| CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED CONTRIBUTION PLANS MTIA | OAK RIDGE, TN | Other NONE | — | $628.9M | $233K |
| UNITY HEALTH SYSTEM UNITY HEALTH SYSTEM RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 3,774 | $321.5M | $17K |
| UNITY HEALTH SYSTEM UNITY HEALTH SYSTEM RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 3,508 | $301.0M | $52K |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 1,459 | $288.9M | $0 |
| SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH MASTER TRUST FOR DEFINED BENEFIT PLANS | RICHMOND, VA | Other NONE | — | $254.1M | $56K |
| SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH MASTER TRUST FOR DEFINED BENEFIT PLANS | RICHMOND, VA | Other NONE | — | $249.2M | $59K |
| SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH MASTER TRUST FOR DEFINED BENEFIT PLANS | RICHMOND, VA | Other NONE | — | $241.9M | $113K |
| SUMMA HEALTH SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST | AKRON, OH | Other | 1,548 | $188.7M | $19K |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 1,461 | $184.1M | $0 |
| BELOIT HEALTH SYSTEM, INC. BELOIT HEALTH SYSTEM 403(B) PLAN | BELOIT, WI | Recordkeeper RECORDKEEPER | 1,571 | $87.7M | $2K |
| THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US CORE PLUS ACTIVE FIXED INCOME FUND | ATLANTA, GA | Other NONE | — | $71.4M | $51K |
| THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US CORE PLUS ACTIVE FIXED INCOME FUND | ATLANTA, GA | Other NONE | — | $70.4M | $51K |
| THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US CORE PLUS ACTIVE FIXED INCOME FUND | ATLANTA, GA | Other NONE | — | $67.0M | $43K |
| CALPORTLAND COMPANY CALIFORNIA PORTLAND CEMENT COMPANY MASTER RETIREMENT TRUST | LAS VEGAS, NV | Other NONE | — | $53.9M | $49K |
| THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN, PA | Other NONE | 123 | $45.2M | $0 |
| THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN, PA | Other NONE | 125 | $39.5M | $0 |
| GLACIER NORTHWEST, INC. GLACIER NORTHWEST, INC. SALARIED EMPLOYEES PENSION PLAN | LAS VEGAS, NV | Other NONE | 52 | $34.6M | $37K |
| THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN, PA | Other NONE | 117 | $32.6M | $0 |
| CALPORTLAND COMPANY CALIFORNIA PORTLAND CEMENT COMPANY MASTER RETIREMENT TRUST | LAS VEGAS, NV | Other NONE | — | $0 | $30K |