Invesco Holding Company (US) 401(k) and retirement plans

Invesco Holding Company (US), Inc., Atlanta, GA. EIN 58-2287224. Annual reports 2009–2025. Also filed as Ivz, Inc.

Invesco Holding Company (US), Inc. has one active retirement plan on file, the Invesco 401(k) Plan, with 4,845 participants and $2.2 billion in assets in 2025. Schwab has been its recordkeeper since 2009. No traditional pension plan appears in Invesco Holding Company (US)'s filings since 2009.

Active plans: 1
Participants: 4,845
Plan assets: $2.2 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Invesco 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 010Employer EIN 58-2287224
Participants (2025): 4,845
Net assets (2025): $2.2 billion
Recordkeeper: Schwab2009–2025
Plan administrator: Invesco Holding Company (US), Inc.
1331 Spring Street NW, Suite 2500
Atlanta, GA 30309
(404) 479-1095As filed for 2025
In effect since: January 1, 2000

Plans merged into this one: Ofi Global Retirement Savings Plan (2021).

Earlier sponsor: Ivz, Inc. (2009–2015).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,845	$2.2 billion	Schwab
2024	4,960	$1.9 billion	Schwab
2023	5,105	$1.8 billion	Schwab
2022	5,200	$1.6 billion	Schwab
2021	5,112	$1.9 billion	Schwab
2020	4,901	$1.4 billion	Schwab
2019	4,982	$1.2 billion	Schwab
2018	3,836	$975 million	Schwab
2017	3,769	$1.0 billion	Schwab
2016	3,767	$891 million	Schwab
2015	3,755	$802 million	Schwab
2014	3,941	$717 million	Schwab
2013	4,129	$714 million	Schwab
2012	4,168	$577 million	Schwab
2011	4,157	$479 million	Schwab
2010	6,400	$405 million	Schwab
2009	3,539	$326 million	Schwab

Invesco Money Purchase Plan

Money purchase pensionStopped filing

No annual report since the 2015 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 011Employer EIN 58-2287224
Participants (2015): 125
Net assets (2015): $5.1 million
Recordkeeper: Schwab2009–2015
Plan administrator: Ivz, Inc.
Two Peachtree Pointe, 1555 Peachtree Street Ne
Atlanta, GA 30309
(404) 479-1095As filed for 2015
In effect since: January 1, 2000

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	125	$5.1 million	Schwab
2014	2,192	$192 million	Schwab
2013	2,555	$208 million	Schwab
2012	2,765	$190 million	Schwab
2011	2,965	$181 million	Schwab
2010	3,982	$193 million	Schwab
2009	3,406	$187 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Invesco 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((404) 479-1095). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Invesco 401(k) Plan

Invesco Money Purchase Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in GA