Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco S&P MidCap Momentum ETF Mutual fund in their Schedule of Assets, totaling $604K 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 | CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN | BLUE ASH OH | 517 | $24.4M | $579K |
| 2 | FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION MAKE SENSE 401K FIDUCIARY WISE, LLC | GILBERT AZ | 289 | $2.4M | $24K |
| 3 | ERUS HOLDINGS, LLC |
PHOENIX AZ |
| 210 |
| $957K |
| $1K |
