Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Nasdaq 100 Etf in their Schedule of Assets, totaling $7.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $7.0M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $452K |
| 3 | CLAXTON-HEPBURN MEDICAL CENTER |
OGDENSBURG NY |
| 105 |
| $37.0M |
| $210K |
| 4 | HEARTLAND COMMUNITY HEALTH CLINIC, INC. HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN | PEORIA IL | 193 | $6.4M | $117K |
| 5 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $4K |