Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Us Sustn Idx Mutual fund in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $832K |
| 2 | MACKENZIE ENGINEERING, INC. MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 216 | $63.7M | $475K |
| 3 | GERON CORPORATION |
FOSTER CITY CA |
| 222 |
| $46.3M |
| $350K |
| 4 | LEVEL ACCESS, INC. LEVEL ACCESS, INC. 401(K) PLAN | ARLINGTON VA | 269 | $25.6M | $326K |
| 5 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $292K |
| 6 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $19K |
