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UNITED STATES DISTRICT COURT
DISTRICT OF MARYLAND

CHAMBERS OF

J. FREDERICK MOTZ
UNITED STATES DISTRICT JUDGE

101 WEST LOMBARD STREET BALTIMORE, MARYLAND 21201 (410) 962-0782 (410) 962-2698 FAX

February 27, 2006 Memo to Counsel Re: MDL-15864, Invesco Subtrack; Calderon v. Amvescap PLC, et al. Civil No. JFM-04-0824 Dear Counsel: The purpose of this letter is to rule upon the Amvescap Defendants' motion to dismiss the ERISA complaint in the Invesco subtrack. Named as defendants are Amvescap PLC ("Amvescap"); Amvescap National Trust Co. ("ANTC"); Amvescap Retirement, Inc. ("ARI"); AVZ Inc. ("AVZ"); Invesco Funds Group, Inc. ("Invesco"); and Raymond R. Cunningham ("Cunningham").1 In accordance with Judge Blake's opinion in the Strong subtrack, In re Mutual Funds Inv. Litig., 403 F. Supp. 2d 434 (D. Md. 2005),2 with which I fully agree, my rulings are as follows:

I.

Standing Plaintiff Miriam Calderon ("Calderon") has both constitutional and statutory standing to

pursue her claims for relief under ERISA

Download LetterRuling-ERISA-Amvescap.pdf

Maryland Law