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 in their Schedule of Assets, totaling $7.1M 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 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUST | WASHINGTON DC | 1,591 | $428.1M | $5.3M |
| 2 | BCCI CONSTRUCTION, LLC BCCI 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 130 | $26.1M | $1.4M |
| 3 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS |
LINDALE TX |
| 430 |
| $9.3M |
| $341K |
| 4 | WEST COUNTY HEALTH CENTERS INC. WEST COUNTY HEALTH CENTERS INC. 403B PLAN | SEBASTOPOL CA | 201 | $10.4M | $46K |
