INVESCO
167 known aliases resolved via the canonical alias map
Market position · 2024
Plans served181-47 YoYRank #117 of mapped providers
Assets under administration$236.3B0.3%Market share · rank #55
Fees received$20MMedian $14,134/planSum across Schedule C direct + indirect
Net wins YoY-3127 won · 58 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 |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 145 | $0 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 11 | $45,727 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $48,887 | |
Investment management; Custodial (securities); Investment management fees paid directly by planCode 19 | 4 | $13,594 | |
Trustee (bank, trust company, or similar financial institution); Other insurance wrap fees; Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by planCode 21 | 4 | $81,433 | |
Investment management fees paid indirectly by plan; Other investment fees and expensesCode 52 | 4 | $0 | |
Redemption fees; Investment management fees paid indirectly by plan; Trustee (directed); Other services; Distribution (12b-1) fees; Participant loan processing; Float revenue; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Shareholder servicing fees; Direct payment from the planCode 15 | 2 | $0 | |
Investment management fees paid directly by plan; Soft dollars commissions; Distribution (12b-1) fees; Investment management fees paid indirectly by plan; Sub-transfer agency fees; Sales loads (front end and deferred); Direct payment from the planCode 50 | 2 | $33,322 |
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 |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | GENESIS ASSET MANAGERS LLP | $14.7B |
UBS AGNJ · 980186363-002 | OFI GLOBAL TRUST COMPANY | $10.2B |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | ENTRUST PERMAL PARTNERS LP | $6.0B |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | NB DYAL ADVISORS LLC | $5.1B |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | ABERDEEN ASSET MANAGEMENT, INC. | $3.8B |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | LOOMIS SAYLES | $2.0B |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $1.8B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | MORGAN STANLEY SMITH BARNEY | $1.3B |
ABC, INC.NY · 141284013-012 | ARIEL INVESTMENTS, LLC | $847M |
TRUSTEES OF IUE- CWA AFL-CIO PENSION FUNDNY · 226250252-001 | ZENITH AMERICAN SOLUTIONS | $475M |
Plans lost in 2024
Appeared last year under INVESCO; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $6.3B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
LINDE INC.CT · 061249050-335 | MERCER | $2.0B |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | GROOM LAW GROUP | $1.6B |
SIEMENS CORPORATIONNJ · 132623356-001 | STATE STREET GLOBAL ADVISORS | $1.5B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
BOARD OF TRUSTEES OF ROOFERS PENSION FUNDIL · 366485998-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $501M |
MARITZ HOLDINGS INC.MO · 430393480-002 | T ROWE PRICE RPS INC | $401M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $950,497 | 5y | 1 |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $2M | 10y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $29,933 | 3y | - |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $213,399 | 2y | - |
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $1M | 2y | 1 |
PHILLIPS 66 COMPANYTX · 371652702-002 | $7.7B | 17,993 | $705,211 | 6y | 1 |
THE ALLSTATE CORPORATIONTX · 363871531-001 | $7.6B | 61,370 | $467,966 | 10y | 1 |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $624,685 | 3y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $348,000 | 10y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $320,182 | 5y | - |
Flag exposure
87.8%Market: 89.2%
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 (167)
Raw Schedule C names collapsed into INVESCO.
- 17 INVESCO
- AIM
- AIM ALASKA
- AIM FAMILY OF FUNDS
- AIM INC
- AIM INT GRO
- AIM INTERNATIONAL
- AIM INTERNATIONAL ADR GROWTH
- AIM PRIVATE ASSET MANAGEMENT, INC
- AIM, INC
- AIM/INVESCO
- AIM/INVESTCO
- CAPITAL STRATEGIES INVES
- CAPTIAL STRATAGIES INVES
- CLARKE LANZEN SKALLA INVES FIRM
- COMSTOCK INVESCO
- HUNTER MICHAEL INVES
- INVECO
- INVES CO
- INVESC
- INVESC0
- INVESCO
- INVESCO (PRIMCO CAPITAL MANAGEMENT)
- INVESCO 13-2649093
- INVESCO 13-3054122
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 | 4 | 2.21% | 7.76% | -5.55 pp |
| Fidelity bond gap | 5 | 2.76% | 26.94% | -24.18 pp |
| Late contributions | 25 | 13.81% | 1.71% | +12.10 pp |
| Failed to provide benefit | 1 | 0.55% | 0.14% | +0.41 pp |
| Corrective distributions | 23 | 12.71% | 1.76% | +10.95 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 (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).