Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity US Sustainability Index Fund in their Schedule of Assets, totaling $3.7M 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 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 656 | $226.2M | $3.2M |
| 2 | LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK CA | 128 | $6.1M | $355K |
| 3 | CLEAR STREET MANAGEMENT LLC |
NEW YORK NY |
| 537 |
| $45.3M |
| $143K |
| 4 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $49K |
