Invesco Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Invesco Trust Company (EIN 20-2583973) is a plan sponsor located in Atlanta, GA with 20 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-2583973
- Location
- Atlanta, GA
- Loaded plans
- 20
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $18,368,510,540
- Plans with financial data
- 20
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ubc Russell 3000 Index Trust | 306 | not reported in the loaded dataset | $14,392,325,552 | 2023 |
| Invesco Eqv International Equity Trust | 114 | not reported in the loaded dataset | $1,332,715,110 | 2023 |
| Truist Large Cap Core Index Trust | 321 | not reported in the loaded dataset | $1,024,628,320 | 2023 |
| Truist International Developed Growth Index Trust | 304 | not reported in the loaded dataset | $530,821,596 | 2023 |
| Invesco Small Cap Index Plus Strategy Trust | 208 | not reported in the loaded dataset | $372,991,309 | 2023 |
| Truist International Developed Value Index Trust | 305 | not reported in the loaded dataset | $105,756,599 | 2023 |
| Invesco Global Diversified Real Assets Trust | 180 | not reported in the loaded dataset | $88,969,672 | 2023 |
| Invesco Diversified Dividend Trust | 103 | not reported in the loaded dataset | $84,617,614 | 2023 |
| Invesco Core Fixed Income Trust | 309 | not reported in the loaded dataset | $83,432,047 | 2023 |
| Invesco American Franchise Trust | 105 | not reported in the loaded dataset | $74,855,397 | 2023 |
| Invesco Mid Cap Growth Trust | 108 | not reported in the loaded dataset | $65,466,095 | 2023 |
| Invesco Growth And Income Trust | 101 | not reported in the loaded dataset | $62,175,608 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Invesco International Select Equity Trust | not reported in the loaded dataset | H | 20240308124643NAL0036663232001 |
| 2023 | Invesco Rafi Fundamental Global Index Trust | not reported in the loaded dataset | H | 20240815080952NAL0012779185001 |
| 2023 | Invesco Global Targeted Returns Trust | not reported in the loaded dataset | H | 20240912154033NAL0005293011001 |
| 2023 | Invesco American Franchise Trust | not reported in the loaded dataset | H | 20241007112913NAL0015992529001 |
| 2023 | Invesco Balanced-Risk Allocation Original Trust | not reported in the loaded dataset | H | 20241007113306NAL0027323568001 |
| 2023 | Invesco Core Fixed Income Trust | not reported in the loaded dataset | H | 20241007121028NAL0016034417001 |
| 2023 | Invesco Diversified Dividend Trust | not reported in the loaded dataset | H | 20241007121612NAL0008854787001 |
| 2023 | Invesco Eqv International Equity Trust | not reported in the loaded dataset | H | 20241007122153NAL0015152369001 |