Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments International Sustainability Index in their Schedule of Assets, totaling $12K 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 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE SAVINGS PLAN | MADISON WI | 358 | $65.0M | $10K |
| 2 | PENNON ORGANIZATION PENNON ORGANIZATION 401(K) RETIREMENT PLAN | HARRISBURG PA | 71 | $12.4M | $2K |
