Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity® Nasdaq Composite Index Fund in their Schedule of Assets, totaling $24.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $13.3M |
| 2 | CALIFORNIA DENTAL ASSOCIATION CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN | SACRAMENTO CA | 253 | $67.3M | $4.9M |
| 3 | IEQ CAPITAL, LLC IEQ CAPITAL 401(K) PLAN |
FOSTER CITY CA |
| 240 |
| $20.7M |
| $2.8M |
| 4 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $769K |
| 5 | ABLE MOVING AND STORAGE, INC. ABLE MOVING AND STORAGE RETIREMENT SAVINGS PLAN | MANASSAS VA | 103 | $8.8M | $574K |
| 6 | 1PATH MANAGED SERVICES LLC 1PATH MANAGED SERVICES 401(K) PLAN | ATLANTA GA | 205 | $13.9M | $514K |
| 7 | ONEPATH SYSTEMS, LLC ONEPATH SYSTEMS 401(K) PLAN | KENNESAW GA | 286 | $12.4M | $514K |
| 8 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $498K |
| 9 | SPECIAL OLYMPICS FLORIDA, INC. SPECIAL OLYMPICS FLORIDA, INC. 401(K) RETIREMENT PLAN | CLERMONT FL | 100 | $5.7M | $47K |
| 10 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $22K |
