Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Intl Sustainability Idx Mutual fund in their Schedule of Assets, totaling $736K 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $711K |
| 2 | SKYDIO INC. FORUS 401(K) | REDWOOD CITY CA | 731 | $31.4M | $17K |
| 3 | BLUE BOTTLE COFFEE, INC. BLUE BOTTLE COFFEE, INC. 401(K) PLAN | OAKLAND |
| 1,100 |
| $20.6M |
| $9K |