Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity® Nasdaq® Composite Index Fund Mutual Fund in their Schedule of Assets, totaling $24.5M 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 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $9.0M |
| 2 | INVENSENSE, INC. INVENSENSE, INC. 401(K) PLAN | SAN JOSE CA | 234 | $98.8M | $8.6M |
| 3 | MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY 401(K) PLAN |
PORTLAND ME |
| 499 |
| $146.4M |
| $3.0M |
| 4 | VELO3D, INC. VELO3D RETIREMENT SAVINGS PLAN | CAMPBELL CA | 101 | $17.1M | $1.7M |
| 5 | ALLEN & SHARIFF CORPORATION ALLEN & SHARIFF CORPORATION PROFIT SHARING PLAN | COLUMBIA MD | 86 | $13.5M | $433K |
| 6 | Q'APEL MEDICAL INC. Q'APEL MEDICAL INC. 401(K) PLAN | FREMONT CA | 122 | $4.8M | $355K |
| 7 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $232K |
| 8 | VS MEDIA INC VS MEDIA INC 401(K) PROFIT SHARING PLAN AND TRUST | THOUSAND OAKS CA | 115 | $6.0M | $221K |
| 9 | CARDINAL INDUSTRIAL FINISHES CARDINAL INDUSTRIAL FINISHES PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | SOUTH EL MONTE CA | 372 | $25.4M | $192K |
| 10 | MOTHER LLC MOTHER LLC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 157 | $6.6M | $187K |
