Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Shelton Nasdaq-100 Index Direct in their Schedule of Assets, totaling $8.5M 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 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $4.9M |
| 2 | FETZERS' INC. FETZERS' INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 216 | $22.5M | $3.1M |
| 3 | TRAVELOPIA USA, INC. TRAVELOPIA USA, INC. 401(K) PLAN | CLEARWATER |
| 489 |
| $31.8M |
| $594K |
