Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco QQQ ETF in their Schedule of Assets, totaling $6.9M 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 | BOARD OF TRUSTEES LOCAL 713 HEALTH & WEL INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 HEALTH & WELFARE FUND | CARLE PLACE NY | 15,283 | $52.9M | $6.5M |
| 2 | HARRY WINSTON, INC. HARRY WINSTON, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 9 | $7.0M | $352K |
| 3 | WILLMAN INDUSTRIES, INC. |
CEDAR GROVE WI |
| 19 |
| $4.2M |
| $107K |
