Below is a summary of updates that have been made to the Invesco Retirement Plan Disclosure Reports during 2024 for applicable Invesco-sponsored retirement plans. Please review these updates as part of your fiduciary review and plan administrator disclosure obligations in compliance with the 408b-2 service provider disclosure rules and 404a-5 participant disclosure rules, respectively, as issued by the U.S. Department of Labor.

Keep this information with your plan documents and other materials. For the most up-to-date full Disclosure Reports for your use and for you to furnish to plan participants, visit invesco.com/us/dolregs. From the landing page, select either:

  • Generate a Report:  Plan sponsor 408b-2 disclosure reports, or
  • Generate a Report:  Participant 404a-5 disclosure reports.

Choose your plan’s investment options to generate, save and print your Disclosure Report(s).

Summary of updates to the 408b-2 and 404a-5 Disclosure Reports during 2024:

  1. The Invesco Greater China Fund Share Class R5 was liquidated on October 9, 2024.
  2. The Invesco Capital Appreciation Fund was renamed to Invesco Discovery Large Cap Fund on December 20, 2024.

For further information, please contact your plan’s financial professional. Please visit our website at invesco.com to view prospectuses and other fund-related materials.