Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Qqq Trust Series 1 in their Schedule of Assets, totaling $18.6M 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 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN AND TRUST | GLENS FALLS NY | 459 | $63.9M | $14.2M |
| 2 | AMERICAN BUREAU OF SHIPPING AMERICAN BUREAU OF SHIPPING RETIREE HEALTH & WELFARE PLAN | SPRING TX | 350 | $119.1M | $2.7M |
| 3 | PAUL HASTINGS LLP |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $1.1M |
| 4 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $285K |
| 5 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $123K |
| 6 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $98K |
| 7 | HEARTLAND COMMUNITY HEALTH CLINIC, INC. HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN | PEORIA IL | 193 | $6.4M | $36K |
| 8 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $18K |
| 9 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $8K |
