Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Invesco Advisers, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 35 retirement plans with 100 or more participants reported paying Invesco Advisers, Inc. $5,000 or more. Those plans cover 1,067,882 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.9M. Per plan, the median was $19.55 per participant, with the middle half of plans between $7.95 and $49.08. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (5), Michigan (4) and Texas (4).
In 2009 it appeared on 104 such filings; in 2024, 38 (down 63%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.95 | $19.55 | $49.08 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| CVS Health Future Fund 401(k) Plan | CVS Health Corporation | RI | 385,927 | $30.1B | $950K |
| Tyson Foods, Inc. Retirement Savings Plan | Tyson Foods, Inc. | AR | 128,426 | $3.73B | $241K |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | NC | 92,130 | $14.7B | $30K |
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $372K |
| Allstate 401(k) Savings Plan | The Allstate Corporation | TX | 61,370 | $7.62B | $468K |
| The Southern Company Pension Plan | Southern Company Services, Inc. | GA | 58,166 | $15.0B | $2.3M |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $625K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $690K |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | CT | 27,161 | $1.34B | $216K |
| Phillips 66 Savings Plan | Phillips 66 Company | TX | 17,993 | $7.67B | $705K |
| Indiana State Council of Carpenters Pension Fund | Board of Trustees Indiana State Council of Carpenters Pension Fund | MI | 17,170 | $1.35B | $31K |
| Ally Financial Inc. Retirement Savings Plan | Ally Financial Inc. | MI | 15,192 | $2.88B | $237K |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan | Toyota Motor North America, Inc. | TX | 14,281 | $4.47B | $932K |
| Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies | Norfolk Southern Corporation | GA | 14,020 | $2.54B | $915K |
| The Northern Trust Company Thrift-Incentive Plan | The Northern Trust Company | IL | 13,997 | $3.33B | $274K |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | NY | 11,832 | $472M | $224K |
| Cna 401(k) Plan | Continental Casualty Company | IL | 9,297 | $2.51B | $300K |
| Teamsters Joint Council No. 83 of Virginia Pension Fund | Teamsters Joint Council No. 83 of Virginia Pension Fund | VA | 7,759 | $1.47B | $1.1M |
| Asante 403(b) Plan | Asante | OR | 7,757 | $759M | $270 |
| Hanford Multi-Employer Pension Plan | Hanford Pension & Savings Plans Committee | WA | 7,714 | $1.22B | $402K |
| Fujitsu Group Defined Contribution and 401(k) Plan | Fujitsu North America, Inc. | CA | 5,846 | $1.53B | $61K |
| Local 210'S Pension Plan | BD of Trustees Local 210'S Pension Plan C/o Savasta and Company | NY | 3,684 | $67.5M | $49K |
| Ams Osram Savings Plan | Osram Sylvania Inc. | NH | 2,922 | $486M | $143K |
| Iron Workers District Council of Western New York and Vicinity Pension Plan | Board of Trustees of Iwdc of Wny and Vicinity Pension Plan | NY | 2,357 | $172M | $75K |
| Savings and Investment Plan of Sasol (USA) Corporation | Sasol (USA) Corporation | TX | 1,905 | $418M | $73K |
| Plumbers & Pipefitters Local 123 Pension Fund | Trustees of the Plumbers and Pipefitters Local 123 Pension Fund | FL | 1,488 | $67.3M | $52K |
| Hawaii Longshore Pension Plan | Board of Trustees of Hawaii Longshore Pension Plan | HI | 1,452 | $429M | $129K |
| Local 816 Labor & Management Pension Trust Fund | Board of Trustees of Local 816 Labor and Management Pension Trust Fund | NY | 1,409 | $152M | $86K |
| Meat Cutters Union Local No. 88 and Food Employers Pension Trust | Meat Cutters Union Local No. 88 and Food Employers Allied Industry Pen | MO | 1,122 | $33.7M | $19K |
| Milk Drivers and Dairy Employees Local 246 Pension Fund | Milk Drivers & Dairy Employees Local No. 246 of Washington D.C Pension | MD | 960 | $105M | $52K |
| College for Creative Studies 403(b) Retirement Plan | College for Creative Studies | MI | 895 | $50.6M | $270 |
| Boilermakers Local Lodge No. 5 Annuity Fund | Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund | NY | 886 | $53.9M | $0 |
| Bunzl USA, LLC Retirement Plan | Bunzl USA, LLC | MO | 660 | $102M | $66K |
| First National Bank of Newtown Savings/incentive Plan | The First National Bank & Trust Company of Newtown | PA | 173 | $45.2M | $0 |
| Community Care Services 403(b) Plan | Community Care Services | MI | 131 | $3.4M | $1,490 |
Questions and answers
How many plans does Invesco Advisers, Inc. serve?
35 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Invesco Advisers, Inc.?
The median plan reported $19.55 per participant in direct and indirect compensation (33 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (25 plans), Trustee (bank, trust company, or similar financial institution) (1 plans), Investment advisory (plan) (1 plans) and Contract Administrator (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.