Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity International Sustainability Index Fund " in their Schedule of Assets, totaling $547K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $306K |
| 2 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 141 | $8.2M | $50K |
| 3 | CUMMINGS PROPERTIES, LLC |
WOBURN MA |
| 551 |
| $94.5M |
| $49K |
| 4 | KELMAR ASSOCIATES, LLC KELMAR ASSOCIATES, LLC 401(K) PLAN | WAKEFIELD MA | 268 | $35.6M | $45K |
| 5 | PLASAN NORTH AMERICA, INC. PLASAN NORTH AMERICA, INC. 401(K) PLAN | WALKER MI | 120 | $10.4M | $22K |
| 6 | WASTE HARMONICS LLC WASTE HARMONICS LLC 401(K) PROFIT SHARING PLAN & TRUST | VICTOR NY | 159 | $4.3M | $21K |
| 7 | PLASAN CARBON COMPOSITES, INC. PLASAN 401(K) PLAN | WALKER MI | 84 | $10.0M | $17K |
| 8 | NEWTONX, INC. NEWTONX 401(K) PLAN | NEW YORK NY | 113 | $7.9M | $17K |
| 9 | MEASUREMENT INCORPORATED MEASUREMENT INCORPORATED 401(K) PLAN | DURHAM NC | 291 | $22.1M | $13K |
| 10 | EDGEWOOD RETIREMENT COMMUNITY, INC. EDGEWOOD SENIOR SOLUTIONS GROUP 401(K) PLAN | NORTH ANDOVER MA | 341 | $8.1M | $4K |
