Michelle DALY signed Nasdaq, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nasdaq, Inc.'s EIN is 52-1165937.
Download the official 2024 Form 5500 (PDF) for Nasdaq, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nasdaq, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $246K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $217K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 IND SEC CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $176.8M | 18.0% | |
| Vanguard Tgt Retire 2035 Tr II | Mutual Funds | — | — | $94.4M | 9.6% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $94.4M | 9.6% | |
| Vanguard Tgt Retire 2040 Tr II | Mutual Funds | — | — | $81.9M | 8.3% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $81.9M | 8.3% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $71.6M | 7.3% | |
| Vanguard Tgt Retire 2045 Tr II | Mutual Funds | — | — | $62.1M | 6.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $62.1M | 6.3% | |
| Vanguard Tgt Retire 2050 Tr II | Mutual Funds | — | — | $54.9M | 5.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $54.9M | 5.6% | |
| Vanguard Tgt Retire 2030 Tr II | Mutual Funds | — | — | $48.1M | 4.9% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.1M | 4.9% | |
| SCHRODER INTERN'L ALPHA TRUST CL I SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $42.6M | 4.3% | |
| Vanguard Tgt Retire 2025 Tr II | Mutual Funds | — | — | $40.3M | 4.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $40.3M | 4.1% | |
| Various * Vanguard Brokerage Option | Mutual Funds | — | — | $39.6M | 4.0% | |
| STATE STREET S&P MID IND SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $36.7M | 3.7% | |
| Vanguard Tgt Retire 2055 Tr II | Mutual Funds | — | — | $36.6M | 3.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $36.6M | 3.7% | |
| Vanguard Windsor II Fund Adm | Mutual Funds | — | — | $24.4M | 2.5% | |
| Vanguard Tgt Retire 2060 Tr II | Mutual Funds | — | — | $24.4M | 2.5% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $24.4M | 2.5% | |
| Vanguard Cash Res Fed MM Adm | Mutual Funds | — | — | $21.4M | 2.2% | |
| State Street SSGA Rus SmCp Idx Cl II | Common Collective Trusts | — | — | $18.0M | 1.8% | |
| SSGA RUSSELL SMALL CAP IND SL CL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $18.0M | 1.8% | |
| PIONEER BOND FUND TRUST; CLASS MSG GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $16.6M | 1.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $14.8M | 1.5% | |
| State Street SSGA US InfProtBondIdx II | U.S. Treasuries | — | — | $13.8M | 1.4% | |
| SSGA INFLATION PROT BOND IDX CL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $13.8M | 1.4% | |
| Invesco Nasdaq 100 R6 | Mutual Funds | — | — | $11.0M | 1.1% | |
| Vanguard Tgt Retire 2020 Tr II | Mutual Funds | — | — | $9.9M | 1.0% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.0% | |
| Cohen & Steers C&S Real Estate Sec Cl Z | Mutual Funds | — | — | $7.7M | 0.8% | |
| Vanguard Tgt Retire 2065 Tr II | Mutual Funds | — | — | $7.6M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.8% | |
| Vanguard Tgt Retire Inc Tr II | Mutual Funds | — | — | $5.8M | 0.6% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.6% | |
| Parnassus Core Equity I | Other securities | — | — | $5.4M | 0.5% | |
| Participant Loans 3.25% - 9.50% maturing at various dates through October 2035 | Bonds / Notes | — | — | $3.5M | 0.4% | |
| T. Rowe Price T.RowePrice US HighYield I | Other securities | — | — | $2.7M | 0.3% | |
| T. Rowe Price TRP Glob Multi-Sector Bd Fd In | Other securities | — | — | $2.0M | 0.2% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| Undisclosed Undisc Manag Behav Vl R6 | Other securities | — | — | $1.7M | 0.2% | |
| PIMCO STABLE INCOME FUND; CLASS 1 SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| GQG Partners GQGPartEmerMrkEqFdR6Shrs | Other securities | — | — | $1.0M | 0.1% | |
| T. Rowe Price TRP Intl Disc I Cl | Other securities | — | — | $912K | <0.1% | |
| Nuveen Core Impact Bnd Fd R6 | Mutual Funds | — | — | $840K | <0.1% | |
| Vanguard Tgt Retire 2070 Tr II | Mutual Funds | — | — | $675K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $675K | <0.1% | |
| Thornburg ThornburgBetterWorldInt I | Other securities | — | — | $653K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
