INVESCO NATIONAL
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
24
Active participants
41,245
Total plan assets
$10.3B
Filings (rows)
24
Direct comp
$1.2M
Indirect comp
$0
Aggregating 2 name variants under "INVESCO NATIONAL"
SERVICES PROVIDED
Other17
Advisor / Consultant7
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| INVESCO STABLE VALUE TR CLS B1 | 69 |
| INVESCO STABLE VALUE TRUST | 44 |
| IBEW-NECA STABLE VALUE TRUST | 30 |
| INVESCO STABLE VALUE FUND | 28 |
| INVESCO INTL GRTH TR | 21 |
| INVESCO STABLE VALUE TR CLS A1 | 18 |
| INVESCO STABLE VALUE | 16 |
| INVESCO STABLE VAL TR CL III | 16 |
| INVESCO BALANCED-RISK ALLOCATION TR | 12 |
| INVESCO STABLE VALUE TR CL I | 12 |
| IGT PIMCO CORE | 10 |
| IGT LOOMIS SAYLES CORE | 10 |
| IGT LOOMIS SAYLES INT | 10 |
| INVESCO STABLE VALUE RETIREMENT FUN | 9 |
| IBEW NECA STABLE VALUE TRUST | 9 |
| INVESCO GROUP TRUST FOR RETIREMENT | 8 |
| INVESCO STABLE VAL TR VI | 8 |
| INVESCO CORE PLUS FIXED INCOME TRUS | 7 |
| IGT INVESCO CORE | 7 |
| IBEW-NECA EQUITY INDEX FUND | 6 |
| IGT INVESCO INT G/C | 6 |
| INVESCO STABLE VALUE RETIREMENT FD | 6 |
| INVESCO STABLE VALUE RET CL 1 | 6 |
| INVESCO BALANCED RISK ALLOCATION TR | 6 |
| INVESCO BALANCED RISK ALLOCATION | 6 |
Top plans served
All 24 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JOINT BOARD OF TRUSTEES, ELECTRICAL ELECTRICAL WORKERS DEFERRED INCOME PLAN LOCAL 103, I.B.E.W. | BOSTON, MA | Other NONE | 8,421 | $1.6B | $0 |
| JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND | EAU CLAIRE, WI | Other NONE | 5,662 | $1.6B | $225K |
| JOINT BOARD OF TRUSTEES, ELECTRICAL ELECTRICAL WORKERS DEFERRED INCOME PLAN LOCAL 103, I.B.E.W. | BOSTON, MA | Other NONE | 8,337 | $1.4B | $0 |
| TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUND TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUND | RICHMOND, VA | Advisor / Consultant INVESTMENT MANAGER | 3,008 | $1.4B | $220K |
| WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON, WV | Advisor / Consultant INVESTMENT MANAGER | 2,157 | $570.0M | $43K |
| WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON, WV | Advisor / Consultant INVESTMENT MANAGER | 2,390 | $555.6M | $60K |
| WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON, WV | Advisor / Consultant INVESTMENT MANAGER | 1,965 | $501.7M | $20K |
| BOARD OF TRUSTEES OF POINTERS, POINTERS, CLEANERS, & CAULKERS PENSION FUND | REGO PARK, NY | Other NONE | 1,697 | $370.4M | $68K |
| BOARD OF TRUSTEES OF POINTERS, POINTERS, CLEANERS, & CAULKERS PENSION FUND | REGO PARK, NY | Other NONE | 1,515 | $320.7M | $64K |
| BOARD OF TRUSTEES OF LOCAL 553 PENSION FUND LOCAL 553 PENSION FUND | NEW YORK, NY | Other NONE | 307 | $253.1M | $56K |
| BOARD OF TRUSTEES OF LOCAL 553 PENSION FUND LOCAL 553 PENSION FUND | NEW YORK, NY | Other NONE | 324 | $252.0M | $54K |
| BOARD OF TRUSTEES OF LOCAL 553 PENSION FUND LOCAL 553 PENSION FUND | NEW YORK, NY | Other NONE | 341 | $248.0M | $73K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER SOUTHERN CALIFORNIA LUMBER INDUSTRY RETIREMENT FUND | LOS ANGELES, CA | Other NONE | 951 | $201.9M | $14K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER SOUTHERN CALIFORNIA LUMBER INDUSTRY RETIREMENT FUND | LOS ANGELES, CA | Other NONE | 1,004 | $198.9M | $23K |
| BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUND BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND | VALLEY VIEW, OH | Advisor / Consultant INVESTMENT MANAGER | 76 | $113.8M | $7K |
| BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUND BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | 68 | $110.9M | $7K |
| U.A. LOCAL NO. 159 PENSION TRUST U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN | DUBLIN, CA | Other NONE | 257 | $106.7M | $20K |
| BOARD OF TRUSTEES OF MARBLE MARBLE INDUSTRY ANNUITY TRUST FUND | NEW YORK, NY | Other NONE | 279 | $88.0M | $75K |
| BOARD OF TRUSTEES OF MARBLE MARBLE INDUSTRY ANNUITY TRUST FUND | NEW YORK, NY | Other NONE | 311 | $87.0M | $81K |
| BOARD OF TRUSTEES OF MARBLE MARBLE INDUSTRY ANNUITY TRUST FUND | NEW YORK, NY | Other NONE | 362 | $86.1M | $87K |
| LOCAL UNION NO. 4, IBEW LOCAL UNION NO. 4, IBEW PENSION PLAN | SAINT LOUIS, MO | Other NONE | 632 | $55.5M | $9K |
| LOCAL UNION NO. 4, IBEW LOCAL UNION NO. 4, IBEW PENSION PLAN | SAINT LOUIS, MO | Other NONE | 587 | $49.1M | $10K |
| LOCAL UNION NO. 4, IBEW LOCAL UNION NO. 4, IBEW PENSION PLAN | SAINT LOUIS, MO | Other NONE | 512 | $43.7M | $11K |
| BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUND BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND | VALLEY VIEW, OH | Advisor / Consultant INVESTMENT MANAGER | 82 | $20.8M | $9K |