Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity NASDAQ Cmpsite Idx Fd in their Schedule of Assets, totaling $1.1M 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 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $513K |
| 2 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $437K |
| 3 | WOODMONT COUNTRY CLUB WOODMONT COUNTRY CLUB 401(K) PLAN |
ROCKVILLE MD |
| 181 |
| $10.0M |
| $106K |
| 4 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $59K |
