Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity® NASDAQ Composite Index® in their Schedule of Assets, totaling $5.8M 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 | WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION WHITEBOARD FEDERAL TECHNOLOGIES CORP 401(K) PLAN | WESTMINSTER MD | 87 | $26.0M | $1.3M |
| 2 | GIL-BAR INDUSTRIES INC. GIL-BAR INDUSTRIES INC.401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 323 | $56.3M | $1.3M |
| 3 | SHOP ARCHITECTS, INC |
NEW YORK NY |
| 106 |
| $11.5M |
| $739K |
| 4 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $690K |
| 5 | COGENT BIOSCIENCES, INC. COGENT BIOSCIENCES, INC. 401(K) PLAN | WALTHAM MA | 201 | $17.6M | $577K |
| 6 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $362K |
| 7 | HOLWELL SHUSTER & GOLDBERG, LLP HSG RETIREMENT PLAN | NEW YORK NY | 112 | $28.5M | $302K |
| 8 | 2ND ADVENTURE PAYROLL SERVICES, LLC 2ND ADVENTURE PAYROLL SERVICES 401(K) PLAN | GRINNELL IA | 297 | $24.1M | $261K |
| 9 | SERVICETRADE, INC. SERVICETRADE, INC. 401(K) PLAN | DURHAM NC | 199 | $8.6M | $100K |
| 10 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $69K |
