Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Qqq Trust Series 1 Invesco Qqq Trust Series 1 ^ in their Schedule of Assets, totaling $4.3M 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 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $1.3M |
| 2 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $1.3M |
| 3 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN |
CHICAGO IL |
| 310 |
| $210.6M |
| $694K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF | CHICAGO IL | 336 | $135.9M | $460K |
| 5 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $459K |
| 6 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $111K |
| 7 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $39K |
