Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Nasdaq Composite Index Mutual funds in their Schedule of Assets, totaling $6.4M 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 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $4.4M |
| 2 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $1.2M |
| 3 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST |
BELCAMP MA |
| 237 |
| $15.2M |
| $490K |
| 4 | HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS JOHN B HANCOCK 401(K) PLAN | ALPHARETTA GA | 227 | $4.8M | $194K |
| 5 | SAGEWATER, LLC SAGEWATER, LLC 401(K) PLAN | ALEXANDRIA VA | 214 | $2.7M | $70K |
| 6 | PROGRAMA DE SERVICIOS DE SALUD EN EL HOGAR Y HOSPICIO SAN LUCAS ST LUKE HOME CARE AND HOSPICE RETIREMENT PLAN | PONCE PR | 637 | $5.1M | $13K |