Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Intl Sustainability Index in their Schedule of Assets, totaling $289K 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 | LORD AECK SARGENT PLANNING AND DESIGN, INC. LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | ATLANTA GA | 158 | $14.3M | $171K |
| 2 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $116K |
| 3 | RAUMEDIC INC. RAUMEDIC 401(K) RETIREMENT PLAN |
MILLS RIVER NC |
| 134 |
| $6.5M |
| $2K |
