Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco QQQ Trust Mutual fund in their Schedule of Assets, totaling $4.5M 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 | TREANOR INC. TREANOR INC. 401(K) PROFIT SHARING PLAN | LAWRENCE KS | 160 | $35.4M | $2.9M |
| 2 | CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN | BLUE ASH OH | 517 | $24.4M | $884K |
| 3 | COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN |
RIDGELAND MS |
| 61 |
| $19.3M |
| $624K |
| 4 | HOME SCHOOL LEGAL DEFENSE ASSOCIATION HOME SCHOOL LEGAL DEFENSE ASSOCIATION 401(K) PLAN | PURCELLVILLE VA | 106 | $15.9M | $77K |
| 5 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $38K |
| 6 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $29K |
| 7 | ASTROBOTIC TECHNOLOGY, INC. ASTROBOTIC TECHNOLOGY, INC. 401(K) PLAN | PITTSBURGH PA | 252 | $12.2M | $7K |
| 8 | FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION MAKE SENSE 401K FIDUCIARY WISE, LLC | GILBERT AZ | 289 | $2.4M | $6K |
| 9 | GARNER HEALTH TECHNOLOGY, INC. GARNER HEALTH 401(K) PLAN | NEW YORK NY | 249 | $4.8M | $1K |
