Michelle DALY signed Nasdaq, Inc.'s 2023 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 2023 Form 5500 (PDF) for Nasdaq, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nasdaq, Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $221K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $25.7M | $26.9M | 44.1% | |
| US TREASURY N B | U.S. Treasuries | — | $3.4M | $3.3M | 5.3% | |
| US TREASURY N B | U.S. Treasuries | — | $1.8M | $1.8M | 2.9% | |
| US TREASURY N B | U.S. Treasuries | — | $1.4M | $1.4M | 2.3% | |
| US TREASURY N B | U.S. Treasuries | — | $2.0M | $1.4M | 2.3% | |
| US TREASURY N B | U.S. Treasuries | — | $1.4M | $1.3M | 2.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $1.2M | $1.2M | 2.0% | |
| US TREASURY N B | U.S. Treasuries | — | $1.1M | $841K | 1.4% | |
| WI TREASURY SEC | Other securities | — | $782K | $749K | 1.2% | |
| US TREASURY N B | U.S. Treasuries | — | $536K | $537K | 0.9% | |
| BANK OF AMERICA CORP | Common Stocks | — | $524K | $530K | 0.9% | |
| T MOBILE USA INC SERIES WI | Common Stocks | — | $476K | $422K | 0.7% | |
| ANHEUSER BUSCH CO INBEV SERIES REGS | Common Stocks | — | $384K | $392K | 0.6% | |
| BOEING CO | Common Stocks | — | $368K | $374K | 0.6% | |
| JPMORGAN & CO | Common Stocks | — | $374K | $371K | 0.6% | |
| ABBVIE INC SERIES WI | Common Stocks | — | $350K | $351K | 0.6% | |
| WELLS FARGO & COMPANY | Common Stocks | — | $355K | $346K | 0.6% | |
| ZOETIS INC SERIES 10YR | Common Stocks | — | $345K | $343K | 0.6% | |
| WARNERMEDIA HOLDINGS INC SERIES WI | Common Stocks | — | $330K | $337K | 0.6% | |
| US TREASURY N B | U.S. Treasuries | — | $323K | $325K | 0.5% | |
| US TREASURY N B | U.S. Treasuries | — | $314K | $316K | 0.5% | |
| JBS USA FOOD FINANCE | Other securities | — | $304K | $308K | 0.5% | |
| WI TREASURY SEC | Other securities | — | $365K | $299K | 0.5% | |
| MORGAN STANLEY | Other securities | — | $298K | $298K | 0.5% | |
| ENERGY TRANSFER OPERATING | Other securities | — | $277K | $279K | 0.5% | |
| KRAFT HEINZ FOODS CO SERIES WI | Common Stocks | — | $263K | $263K | 0.4% | |
| MEDTRONIC INC SERIES WI | Common Stocks | — | $243K | $230K | 0.4% | |
| BOSTON SCIENTIFIC CORP | Common Stocks | — | $221K | $224K | 0.4% | |
| MIDAMERICAN ENERGY HOLDINGS SERIES WI | Common Stocks | — | $291K | $222K | 0.4% | |
| JOHNS HOPKINS UNIVERSITY | Other securities | — | $228K | $221K | 0.4% | |
| AT&T INC SERIES WI | Common Stocks | — | $217K | $218K | 0.4% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $215K | $215K | 0.4% | |
| COMCAST CORP SERIES WI | Common Stocks | — | $324K | $215K | 0.4% | |
| AMGEN INC | Common Stocks | — | $206K | $206K | 0.3% | |
| ABBOTT LABORATORIES | Other securities | — | $266K | $205K | 0.3% | |
| BECTON DICKINSON AND CO | Common Stocks | — | $195K | $196K | 0.3% | |
| WASTE MANAGEMENT INC | Common Stocks | — | $190K | $192K | 0.3% | |
| GENERAL ELEC CAP CORP SERIES MTN | Common Stocks | — | $176K | $189K | 0.3% | |
| CITIGROUP INC | Common Stocks | — | $188K | $186K | 0.3% | |
| HOME DEPOT INC | Common Stocks | — | $224K | $179K | 0.3% | |
| BANK OF AMERICA CORP | Common Stocks | — | $165K | $173K | 0.3% | |
| BHP BILLITON FIN USA LTD | Common Stocks | — | $154K | $161K | 0.3% | |
| BURLINGTON NORTHERN SANTA FE | Other securities | — | $205K | $156K | 0.3% | |
| MORGAN STANLEY | Other securities | — | $199K | $153K | 0.3% | |
| MICROSOFT CORP | Common Stocks | — | $201K | $151K | 0.2% | |
| APPLE INC | Common Stocks | — | $193K | $148K | 0.2% | |
| KIMCO REALTY CORP | Common Stocks | — | $169K | $148K | 0.2% | |
| NORTHROP GRUMMAN CORP | Common Stocks | — | $146K | $144K | 0.2% | |
| SHELL INTERNATIONAL FIN | Other securities | — | $183K | $144K | 0.2% | |
| ONCOR ELECTRIC DELIVERY SERIES WI | Other securities | — | $144K | $143K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
