Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FID US SUSTN IDX Registered investment company in their Schedule of Assets, totaling $4.9M 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 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN | SEATTLE WA | 352 | $71.1M | $1.9M |
| 2 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $1.2M |
| 3 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ |
| 224 |
| $122.0M |
| $533K |
| 4 | PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS PLAYWORKS 401(K) PLAN | OAKLAND CA | 280 | $9.9M | $395K |
| 5 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $300K |
| 6 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $284K |
| 7 | UPSIDE FOODS, INC. UPSIDE FOODS 401(K) PLAN | BERKELEY CA | 192 | $11.6M | $240K |
| 8 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $94K |
| 9 | Y COMBINATOR MANAGEMENT, LLC Y COMBINATOR 401(K) PLAN | MOUNTAIN VIEW CA | 82 | $18.1M | $29K |
