DFX Intelligence
Invesco National
Manager
EIN 840591534
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
2
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
5
Schedule C investment manager rows
2 more corporate plans and 3 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| West Virginia Laborers Pension Trust Fund | 3 | 0 | Fixed income | Mar 31, 2023 | Mar 31, 2025 | |
| Civil Service Employees Association, Inc. Pension Plan | 3 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2024 |
Funds on the tape
1 vehicle
Corporate and Taft-Hartley plans (Schedule C)
5 plans
- Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fundplan years 2023
- West Virginia Laborers Pension Trust Fundplan years 2023
- Southern California Lumber Industry Retirement Fundplan years 2022
+2 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | West Virginia Laborers Pension Trust Fund | Invesco Core Plus Fixed Income Trstcollective trust | Fixed income | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Civil Service Employees Association, Inc. Pension Plan | Invesco Core Plus Fixed Income Trstcollective trust | Fixed income | $60.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | West Virginia Laborers Pension Trust Fund | Invesco Core Plus Fixed Income Trstcollective trust | Fixed income | $20.9M held | Disclosed holding | askebsa.dol.gov |
+3 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Manager relationship endedinferenceIbew Local #952 Ventura Division of la County Chapter Neca Pension Trust FundInvesco Trust Company no longer appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Nationalaskebsa.dol.gov
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.