Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity: International Sustainability Index in their Schedule of Assets, totaling $393K 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 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $318K |
| 2 | BERGEN SHIPPERS CORP. DBA BERGEN LOGISTICS BERGEN LOGISTICS 401(K) PROFIT SHARING PLAN | NORTH BERGEN NJ | 739 | $3.7M | $62K |
| 3 | PINE GATE RENEWABLES, LLC |
ASHEVILLE NC |
| 937 |
| $48.0M |
| $13K |