DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Manager
Invesco Trust Company
EIN 463793325
Public LPs on the tape
50
distinct allocators disclosing a fund
Commitment rows
120
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
48
Schedule C investment manager rows
Who backs this manager
50 allocators
Funds on the tape
15 vehicles
- UBC Russell 3000 Index Trust47 rows
- Invesco International Growth Trust37 rows
- UBC Russell 3000 Index Trust6 rows
- Invesco Trust Company4 rows
- Invesco Global Asset Allocation Str4 rows
- Invesco International Select Equity4 rows
- Invesco Em Innov Holdback3 rows
- Truist Intl Developed Growth Index3 rows
- Truist Intl Developed Value Indx Tr3 rows
- Truist US Large Cap Core Index Tr-C2 rows
- Invesco Core Fixed Income Trust2 rows
- Invesco Gl Targeted Rtns Trust Cl C2 rows
- UBC Russell 3000 Index Fund #3231 rows
- UBC Russell 3000 Index Trust1 rows
- Invesco Balanced-Risk Allocation1 rows
Corporate and Taft-Hartley plans (Schedule C)
48 plans
- Central Iowa Carpenters Pension Planplan years 2025
- Indiana/kentucky/ohio Regional Council of Carpenters Pension Fundplan years 2025
- Abc-Nabet Retirement Trust Fundplan years 2024
- Twin City Carpenters and Joiners Pension Fundplan years 2024
- N. Atlantic States Carp. Pension Fundplan years 2024
- Carpenters Pension Trust Fund for Northern Californiaplan years 2024
- NEW York District Council of Carpenters Pension Plplan years 2024
- Pipe Trades District Council No 36 Pension Trustplan years 2023
- Carpenters Labor-Management Pension Planplan years 2023
- Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Planplan years 2023
- Western States Carpenters Pension Planplan years 2023
- Local 808 Ibt Pension Planplan years 2023
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fundplan years 2023
- Mid-America Carpenters Regional Council Pension Fundplan years 2023
- Pointers, Cleaners, & Caulkers Pension Fundplan years 2023
- Afl-Cio Staff Retirement Planplan years 2023
- Puget Sound Electrical Workers Pension Planplan years 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Planplan years 2023
- Ohio Carpenters' Pension Planplan years 2023
- SAN Francisco Culinary Bartenders & Service Employees Pension Planplan years 2023
- Carpenters Pension Trust Fund of Kansas Cityplan years 2023
- Unite Here Health Staff Pension Planplan years 2023
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fundplan years 2023
- Western States Office & Professional Employees Penplan years 2022
- Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trustplan years 2022
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiariesplan years 2022
- Siemens Pension Planplan years 2022
- Alaska Plumbing and Pipefitting Industry Pension Planplan years 2022
- WA State Plumbing and Pipefitting Industry Pension Planplan years 2022
- Pension and Annuity Plan of the Bricklayers Pension Fundplan years 2022
- Western Conference of Teamsters Pension Planplan years 2022
- Local 553 Pension Fundplan years 2022
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Planplan years 2022
- Pension Plan of Independence Blue Crossplan years 2022
- I B E W Local 673 Pension Planplan years 2022
- UBS Financial Services Inc. Pension Planplan years 2022
- Genuine Parts Company Pension Planplan years 2022
- Liuna Staff and Affiliates Pension Fundplan years 2022
- Liuna National (industrial) Pension Fundplan years 2022
- U. a. Local No. 159 Defined Benefit Planplan years 2022
- Rochester General Health System Employee Retirement Planplan years 2022
- North Central States Regional Council of Carpenters Pension Fundplan years 2022
- Pension Fund United Scenic Artists Local 829plan years 2022
- The Newspaper Guild International Pension Planplan years 2022
- Gciu - Employer Retirement Benefit Planplan years 2022
- Southern Nevada Culinary and Bartenders Pension Planplan years 2022
- Transit Management of Southeast Louisiana, Inc. Retirement Income Planplan years 2022
- Western Washington Laborers-Employers Pension Planplan years 2022
Commitment rows
120 rows
What changed
- Invesco Trust Company no longer appears on Liuna Staff and Affiliates Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Genuine Parts Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Liuna National (industrial) Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Invesco Trust Companyaskebsa.dol.gov
- Cement Masons Pension Trust Fund for Northern California no longer reports Invesco International Growth Trust (Invesco Trust Company) (last held $12M at 2024-08-31; absent from the 2025-08-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding startedRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related OrganizationsRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $12M at 2025-06-30with Invesco Trust Companyaskebsa.dol.gov
- Afl-Cio Staff Retirement Plan first reports an interest in Invesco Core Fixed Income Trust (Invesco Trust Company): $65M at 2025-06-30with Invesco Trust Companyaskebsa.dol.gov
- Afl-Cio Staff Retirement Plan no longer reports Invesco Global Asset Allocation Str (Invesco Trust Company) (last held $26M at 2024-06-30; absent from the 2025-06-30 filing)with Invesco Trust Companyaskebsa.dol.gov
- Ufcw Intl Union Pension Plan for Employees first reports an interest in Invesco Core Fixed Income Trust (Invesco Trust Company): $32M at 2025-04-30with Invesco Trust Companyaskebsa.dol.gov
- Carpenters Pension Trust Fund of Kansas City first reports an interest in UBC Russell 3000 Index Fund #323 (Invesco Trust Company): $584M at 2025-03-31with Invesco Trust Companyaskebsa.dol.gov
- Carpenters Pension Trust Fund of Kansas City no longer reports UBC Russell 3000 Index Trust (Invesco Trust Company) (last held $597M at 2024-03-31; absent from the 2025-03-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- Carpenters Pension Trust Fund of Kansas City no longer reports UBC Russell 3000 Index Trust (Invesco Trust Company) (last held $71M at 2024-03-31; absent from the 2025-03-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- N. Atlantic States Carp. Guaranteed Annuity Fund first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $183M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- Western Conference of Teamsters Pension Plan no longer reports Invesco International Growth Trust (Invesco Trust Company) (last held $430M at 2023-12-31; absent from the 2024-12-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- Central Iowa Carpenters Pension Plan first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $30M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- Tri-State Carpenters and Joiners Pension Trust Fund first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $83M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- Central Iowa Carpenters Pension Plan first reports an interest in Invesco International Growth Trust (Invesco Trust Company): $8M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- N. Atlantic States Carp. Pension Fund first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $244M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- Regions Financial Corporation Retirement Plan for Associates no longer reports Invesco Global Targeted Returns Tr (Invesco Trust Company) (last held $86M at 2023-12-31; absent from the 2024-12-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- SW Oh Regional Council of Carpenters Pension Plan first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $115M at 2024-12-31with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIndiana/kentucky/ohio Regional Council of Carpenters Pension FundInvesco Trust Company appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Local 808 Ibt Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Ohio Carpenters' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company appears on Abc-Nabet Retirement Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMinneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanInvesco Trust Company no longer appears on Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company appears on N. Atlantic States Carp. Guaranteed Annuity Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Ltd appears on Twin City Carpenters and Joiners Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMinneapolis Retail Meat Cutters and Food Handlers Pension FundInvesco Trust Company no longer appears on Minneapolis Retail Meat Cutters and Food Handlers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Unite Here Health Staff Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust appears on N. Atlantic States Carp. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on U. a. Local No. 159 Defined Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company no longer appears on Siemens Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco Trust Company appears on Carpenters Pension Trust Fund of Kansas City's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Invesco no longer appears on Pipe Trades District Council No 36 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Boston Medical Center Pension Plan no longer reports Invesco Global Targeted Returns Tr (Invesco Trust Company) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)with Invesco Trust Companyaskebsa.dol.gov
- Cmta-Gmpp & Allied Workers Local 164b Pension Trust no longer reports Invesco Balanced-Risk Allocation (Invesco Trust Company) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Invesco Trust Companyaskebsa.dol.gov
- NEW York District Council of Carpenters Pension Pl first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $723M at 2024-06-30with Invesco Trust Companyaskebsa.dol.gov
- Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $706M at 2024-06-30with Invesco Trust Companyaskebsa.dol.gov
- Unite Here Health Staff Pension Plan no longer reports Invesco Trust Company (Invesco Trust Company) (last held $17M at 2023-03-31; absent from the 2024-03-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fund no longer reports Invesco Global Asset Allocation Str (Invesco Trust Company) (last held $33M at 2023-02-28; absent from the 2024-02-29 filing)with Invesco Trust Companyaskebsa.dol.gov