Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Exchange-traded funds Invesco QQQ Trust in their Schedule of Assets, totaling $915K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 248 | $14.1M | $551K |
| 2 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 806 | $11.8M | $252K |
| 3 | HEARTLAND CENTER FOR BEHAVIORAL CHA |
KANSAS CITY MO |
| 158 |
| $1.8M |
| $92K |
| 4 | FIDUCIARY WISE LLC FBO FIRST BAPTIST MEDICAL CENTER, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 164 | $636K | $20K |
