Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity U.S. Sustainability Index Fund in their Schedule of Assets, totaling $4.5M 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 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $3.3M |
| 2 | USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE AZ | 1,740 | $260.9M | $1.1M |
| 3 | ONTRAPORT, INC. ONTRAPORT, INC. 401(K) PLAN | SANTA BARBARA CA | 75 |
| $3.6M |
| $60K |
| 4 | MICROCARE, LLC MICROCARE, LLC SALARY SAVINGS PLAN | NEW BRITAIN CT | 123 | $11.6M | $23K |
