Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Nasdaq Composite Index in their Schedule of Assets, totaling $13.3M 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 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $3.7M |
| 2 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $2.1M |
| 3 | STATESERV MEDICAL LLC STATESERV MEDICAL LLC 401(K) PROFIT SHARING PLAN & TRUST |
MESA AZ |
| 1,007 |
| $17.5M |
| $2.1M |
| 4 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $1.4M |
| 5 | GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE WI | 300 | $63.2M | $1.2M |
| 6 | NAVIAN CAPITAL, LLC NAVIAN CAPITAL, LLC 401(K) P/S PLAN | CINCINNATI OH | 66 | $6.2M | $538K |
| 7 | NOTRE DAME FEDERAL CREDIT UNION NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM | NOTRE DAME IN | 203 | $15.4M | $450K |
| 8 | TAPPER'S FINE JEWELRY, INC. TAPPER'S FINE JEWELRY, INC. 401(K) PROFIT SHARING PLAN | WEST BLOOMFIELD MI | 165 | $10.4M | $423K |
| 9 | BLUEGROUND US, INC. BLUEGROUND US, INC. 401(K) PLAN | NEW YORK NY | 198 | $6.0M | $365K |
| 10 | MASSACHUSETTS RESTAURANT ASSOCIATION MRA MEMBER 401(K) PLAN | WESTHBOROUGH MA | 2,461 | $10.7M | $337K |
