Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding USAA Nasdaq 100 Index Fund in their Schedule of Assets, totaling $38.6M 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 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $36.0M |
| 2 | BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 364 | $21.6M | $2.2M |
| 3 | ULTIMATE FITNESS HOLDINGS, LLC |
BOCA RATON FL |
| 388 |
| $15.1M |
| $416K |
