Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity® Intl Sustainability Idx in their Schedule of Assets, totaling $3.8M 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 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $2.7M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $724K |
| 3 | FOUNDANT TECHNOLOGIES |
BOZEMAN MT |
| 159 |
| $10.3M |
| $310K |
| 4 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $36K |
| 5 | SABIO INC SABIO INC 401(K) PROFIT SHARING PLAN & TRUST | PLAYA DEL REY CA | 72 | $3.8M | $12K |
| 6 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $4K |
