Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Invesco QQQ Trust in their Schedule of Assets, totaling $12.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK PA | 420 | $100.7M | $3.3M |
| 2 | MICHAEL SKURNIK WINES, INC. MICHAEL SKURNIK WINES, INC. 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 228 | $31.2M | $2.6M |
| 3 | RW SUPPLY AND DESIGN, LLC |
WEST PLAINS MO |
| 243 |
| $13.1M |
| $2.6M |
| 4 | RED HAWK CASINO RED HAWK CASINO 401(K) PLAN | PLACERVILLE CA | 1,020 | $44.1M | $1.5M |
| 5 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK PA | 175 | $27.9M | $977K |
| 6 | LEGACY PROPERTY GROUP, LLC LEGACY 401(K) RETIREMENT PLAN | ATLANTA GA | 534 | $9.5M | $365K |
| 7 | ARMACELL LLC RETIREMENT INCOME PLAN FOR THE EMPLOYEES OF ARMACELL LLC | CHAPEL HILL NC | 43 | $37.8M | $256K |
| 8 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $163K |
| 9 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $120K |
| 10 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA | 522 | $22.7M | $97K |
