Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID US SUSTN IDX Mutual funds in their Schedule of Assets, totaling $1.5M 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 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $1.5M |
| 2 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $76K |
