Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Sustainability Bond Index Mutual fund in their Schedule of Assets, totaling $1.2M 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 | $676K |
| 2 | SCOUT FRONTIER MANAGEMENT LLC SCOUT FRONTIER MANAGEMENT LLC 401(K) PLAN | BOULDER CO | 181 | $13.1M | $165K |
| 3 | CARERITE CENTERS, LLC CARERITE CENTERS, LLC 401(K) PLAN |
LAKEWOOD NJ |
| 2,409 |
| $31.8M |
| $124K |
| 4 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $114K |
| 5 | TERRE HILL SILO COMPANY, INC. TERRE HILL CONCRETE PRODUCTS 401(K) RETIREMENT PLAN | TERRE HILL PA | 159 | $7.6M | $48K |
| 6 | COMMUNITY BUILDERS OF KANSAS CITY COMMUNITY BUILDERS OF KANSAS CITY RETIREMENT PLAN | KANSAS CITY MO | 103 | $1.5M | $26K |
| 7 | GUILD EDUCATION, INC. GUILD EDUCATION, INC. 401(K) PLAN | DENVER CO | 859 | $57.9M | $25K |
| 8 | ELLEVEST, INC. FORUS 401(K) | NEW YORK NY | 88 | $6.5M | $5K |
| 9 | SCHWING BIOSET, INC. SCHWING BIOSET, INC 401(K) SALARY SAVINGS PLAN | SOMERSET WI | 123 | $16.8M | $1K |
