Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Sustainability Bond Index - in their Schedule of Assets, totaling $1.1M 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 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $530K |
| 2 | SLIPSTREAM GROUP, INC. SLIPSTREAM 401(K) RETIREMENT PLAN | MADISON WI | 156 | $22.2M | $253K |
| 3 | DEEL, INC. |
SAN FRANCISCO CA |
| 3,489 |
| $51.5M |
| $69K |
| 4 | NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P. S. C. RETIREMENT PLAN | LOUISVILLE KY | 87 | $24.6M | $50K |
| 5 | DIGITAL CURRENCY GROUP, INC. DIGITAL CURRENCY GROUP INC. 401(K) PLAN | STAMFORD CT | 385 | $32.6M | $49K |
| 6 | PINE GATE RENEWABLES, LLC PINE GATE BLUE RIDGE 401(K) PLAN | ASHEVILLE NC | 937 | $48.0M | $44K |
| 7 | SUBMITTABLE HOLDINGS INC. SUBMITTABLE 401(K) PLAN | MISSOULA MT | 129 | $10.7M | $29K |
| 8 | BERGEN SHIPPERS CORP. DBA BERGEN LOGISTICS BERGEN LOGISTICS 401(K) PROFIT SHARING PLAN | NORTH BERGEN NJ | 739 | $3.7M | $20K |
| 9 | RAUMEDIC INC. RAUMEDIC 401(K) RETIREMENT PLAN | MILLS RIVER NC | 134 | $6.5M | $6K |
| 10 | EL & EL WOOD PRODUCTS CORP. EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN | CHINO CA | 0 | $865K | $6K |
