Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity® NASDAQ Composite Index® Mutual Fund in their Schedule of Assets, totaling $39.0M 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 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 729 | $94.9M | $8.8M |
| 2 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $8.1M |
| 3 |
FT WORTH TX |
| 680 |
| $77.4M |
| $4.3M |
| 4 | THE ANSCHUTZ CORPORATION THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS PLAN | DENVER CO | 231 | $99.5M | $3.5M |
| 5 | BOSTON DYNAMICS, INC. BOSTON DYNAMICS, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 807 | $91.3M | $2.7M |
| 6 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $2.2M |
| 7 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $1.2M |
| 8 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $1.2M |
| 9 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $1.2M |
| 10 | E.B. BRADLEY COMPANY E.B. BRADLEY COMPANY PROFIT SHARING 401(K) PLAN | VERNON CA | 282 | $26.5M | $997K |
