Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Trust Company, LLC Fidelity U.S. Sustainability Index Instl a in their Schedule of Assets, totaling $135K 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 | THE BAILEY COMPANY, INC. THE BAILEY COMPANY 401(K) PLAN | NASHVILLE TN | 318 | $18.6M | $135K |
