Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Invesco QQQ Trust Invesco 0 in their Schedule of Assets, totaling $19.9M 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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $5.2M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.4M |
| 3 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN |
SAN FRANCISCO CA |
| 162 |
| $19.2M |
| $1.8M |
| 4 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN | CAMPBELL CA | 414 | $23.3M | $1.8M |
| 5 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $1.4M |
| 6 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $1.4M |
| 7 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $1.0M |
| 8 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $648K |
| 9 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $579K |
| 10 | CYBERSOFT CYBERSOFT 401(K) P/S PLAN | HOUSTON TX | 139 | $7.0M | $493K |
