Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity FID US SUSTN IDX in their Schedule of Assets, totaling $13.4M 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 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $8.9M |
| 2 | BRAMBLES USA, INC. BRAMBLES USA 401(K) PLAN | ORLANDO FL | 2,839 | $304.5M | $2.4M |
| 3 | REVANCE THERAPEUTICS, INC. REVANCE THERAPEUTICS, INC. 401(K) P/S PLAN |
NASHVILLE TN |
| 538 |
| $69.1M |
| $868K |
| 4 | GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE SC | 948 | $27.1M | $542K |
| 5 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 164 | $19.8M | $454K |
| 6 | ENVIROISSUES ENVIROISSUES 401(K) P/S PLAN | SEATTLE WA | 78 | $19.9M | $272K |