Invesco
advisor36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served76-22 YoYRank #246 of mapped providers
Assets under administration$26.2B0.0%Market share · rank #425
Fees received$2MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-1614 won · 30 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Invesco plan look like?
Service mix · median fees per plan
Count of plans where Invesco ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Legal; Investment managementCode 28 | 68 | $0 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment advisory (plan)Code 15 | 2 | $3,085 | |
Investment advisory (plan)Code 27 | 2 | $176,069 | |
Other investment fees and expenses; Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Consulting (general); Investment management fees paid directly by planCode 16 | 1 | $5,008 | |
Investment management fees paid directly by plan; Custodial (securities); Investment managementCode 19 | 1 | $15,581 | |
Other investment fees and expensesCode 72 | 1 | $15,084 |
Competitor overlap
Percent of Invesco's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Invesco.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | Blackstone | $2.0B |
BOARD OF TRUSTEES, CALIFORNIA, ARIZONA, COLORADO, ANDCA · 516030005-001 | UNION BANK | $321M |
DN TANKS, LLCMA · 844597957-001 | The Angell Pension Group Inc. | $118M |
CASE & ASSOCIATES PROPERTIES, INC.OK · 731180117-001 | Transamerica | $27M |
IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOMEIL · 370673512-003 | Ascensus | $15M |
OVERSEAS HARDWOODS COMPANYAL · 630709276-001 | Employee Fiduciary, LLC | $12M |
ENDOTRONIX, INC.IL · 260305050-001 | (new plan) | $9M |
LIFE SENIOR SERVICES, INC.OK · 731043783-001 | Mariner Wealth Advisors | $5M |
BUCKLEY FUTURES LLCPA · 270310644-001 | (new plan) | $4M |
REVIVE HEALTH SENIOR CENTER, LLCNV · 832504049-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Invesco; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | NAT'L ELEV IND PENSION PLAN | $6.3B |
TYSON FOODS, INC.AR · 710225165-004 | Parnassus Investments | $3.5B |
LINDE INC.CT · 061249050-335 | Mercer | $2.0B |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | Groom Law Group, Chartered | $1.6B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | Townsend Holdings LLC | $769M |
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36CA · 946082956-001 | U.S. Bank National Association | $345M |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | EWG Elevate Inc. | $165M |
MAG MUTUAL INSURANCE COMPANYGA · 581449198-002 | Ascensus | $51M |
GREENLEAF CORPORATIONPA · 250910662-001 | Raymond James & Associates, Inc. | $51M |
BOARD OF TRUSTEES OF IBEW LOCAL 139 PENSIONNY · 516029960-001 | HGK Trinity Street International Fund | $44M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $348,000 | 8y | - |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $89,576 | 2y | - |
GENUINE PARTS COMPANYGA · 580254510-003 | $2.5B | 40,665 | $202,330 | 6y | 1 |
CONTINENTAL CASUALTY COMPANYIL · 362114545-005 | $2.5B | 9,297 | $300,206 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $58,677 | 1y | - |
PACIFICORPOR · 930246090-009 | $1.8B | 7,261 | $150,094 | 10y | - |
FUJITSU NORTH AMERICA, INC.CA · 464314843-003 | $1.5B | 5,846 | $61,157 | 6y | 2 |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $402,054 | 10y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $27,746 | 7y | - |
WESTERN STATES OFFICE & PROFESSIONAL EMPCA · 946076144-001 | $601M | 6,631 | $429,589 | 8y | - |
Flag exposure
88.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (36)
Raw Schedule C names collapsed into Invesco.
- DANA INVESTMENTS ADVISORS
- INVESC
- INVESCO
- INVESCO 13-2649093
- INVESCO 13-3155639
- INVESCO 76-0343427
- INVESCO 84-0933032
- INVESCO 93-6305075
- INVESCO ASSET MANAGEMENT
- INVESCO ASST MANAGEMENT
- INVESCO COMPANY
- INVESCO CORE BOND R6
- INVESCO DEVELOPING MARKETS A
- INVESCO DEVELOPING MARKETS FUND
- INVESCO GOLD & PRECIOUS MET A
- INVESCO INC
- INVESCO INSTITUTIONAL, N.A
- INVESCO INT'L DIVERS R6
- INVESCO INTERMEDIATE RETURN
- INVESCO INTERNATIONAL SM-MID COM A
- INVESCO INVESTMENT SERVICE, INC.
- INVESCO INVESTMENT SERVICES, INC.
- INVESCO INVESTMENTS
- INVESCO LP
- INVESCO LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Invesco's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 3.95% | 7.76% | -3.81 pp |
| Fidelity bond gap | 5 | 6.58% | 26.94% | -20.36 pp |
| Late contributions | 20 | 26.32% | 1.71% | +24.60 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 13 | 17.11% | 1.76% | +15.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Invesco. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Invesco's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barnes, Iaccarino & Sheperd LLP | 2 | 2.6% |
| Schwabe, Williamson & Wyatt | 2 | 2.6% |
| Archer Byington Glennon & Levine | 1 | 1.3% |
| Arnold Newbold Sollars & Hollins PC | 1 | 1.3% |
| Cleary, Josem & Trigiani LLP | 1 | 1.3% |
| Conner & Winters | 1 | 1.3% |
| Davis Wright Tremaine LLP | 1 | 1.3% |
| Fischer Dorwart PC | 1 | 1.3% |
| Groom Law Group, Chartered | 1 | 1.3% |
| Howard Moore & McDuffie PC | 1 | 1.3% |