Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity US Sustainability Idx in their Schedule of Assets, totaling $284K 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 | THE COMMON APPLICATION INC. THE COMMON APPLICATION INC. 403B PLAN | ARLINGTON VA | 174 | $31.1M | $253K |
| 2 | CITIZENS, INC. CITIZENS, INC. 401(K) RETIREMENT AND PROFIT SHARING PLAN | AUSTIN TX | 230 | $16.1M | $31K |
