Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity U.S. Sustainability Index Fund - in their Schedule of Assets, totaling $4.8M 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 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $2.4M |
| 2 | SOS INTERNATIONAL LLC SOS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 1,695 | $173.7M | $1.5M |
| 3 | ROIVANT SCIENCES, INC. |
NEW YORK NY |
| 783 |
| $115.4M |
| $376K |
| 4 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $359K |
| 5 | MADISON LOGIC, INC. MADISON LOGIC 401(K) PLAN | NEW YORK NY | 179 | $14.4M | $149K |
| 6 | UNITY HEALTH CARE, INC. UNITY HEALTH CARE, INC. 403(B) PLAN | WASHINGTON DC | 771 | $58.0M | $65K |
| 7 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $2K |
