Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Shelton Capital Management Nasdaq-100 Index Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $318K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE MA | 713 | $11.4M | $318K |
