Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity® Sustainability Bond Index in their Schedule of Assets, totaling $847K 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 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUST | WASHINGTON DC | 1,591 | $428.1M | $631K |
| 2 | HUMAN CARE SERVICES FOR FAMILIES AND CHILDREN HUMAN CARE SERVICES FOR FAMILIES AND CHILDREN, INC. 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 290 | $4.7M | $160K |
| 3 |
BOSTON MA |
| 164 |
| $17.5M |
| $54K |
| 4 | MADISON LOGIC, INC. MADISON LOGIC 401(K) PLAN | NEW YORK NY | 179 | $14.4M | $3K |
