Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity U.S. Sustainability Index in their Schedule of Assets, totaling $983K 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 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $269K |
| 2 | CENTURI GROUP, INC. CENTURI GROUP, INC. PROFIT SHARING PLAN | PHOENIX AZ | 1,260 | $134.7M | $203K |
| 3 | INTANDEM HUMAN RESOURCES, LLC ITHR 401(K) PLAN |
DENVER CO |
| 1,147 |
| $49.0M |
| $194K |
| 4 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $145K |
| 5 | CENTURI GROUP, INC. NPL CONSTRUCTION CO. 401(K) PLAN | PHOENIX AZ | 1,100 | $17.2M | $99K |
| 6 | LINETEC SERVICES, LLC LINETEC 401(K) PLAN | PHOENIX AZ | 595 | $28.5M | $46K |
| 7 | NEW ENGLAND UTILITY CONSTRUCTORS, INC. NEW ENGLAND UTILITY CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN | LAWRENCE MA | 344 | $56.2M | $22K |
| 8 | CENTURI GROUP, INC. NPL CONSTRUCTION CO. BARGAINED 401(K) RETIREMENT PLAN | PHOENIX AZ | 348 | $5.8M | $4K |
