Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity U.S. Sustainability Index in their Schedule of Assets, totaling $317K 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 | TRIM-TEX, INC. TRIM-TEX, INC. EMPLOYEES PROFIT SHARING PLAN | LINCOLNWOOD IL | 145 | $27.2M | $286K |
| 2 | ESPERANZA HEALTH CENTERS ESPERANZA HEALTH CENTERS 401(K) PLAN | CHICAGO IL | 391 | $16.4M | $31K |
