Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity® U.S. Sustainability Index Fund Mutual fund in their Schedule of Assets, totaling $16.9M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $12.5M |
| 2 | CEREBRAS SYSTEMS INC CEREBRAS SYSTEMS INC 401(K) PLAN | SUNNYVALE CA | 269 | $32.5M | $1.3M |
| 3 | PPE CASINO RESORTS MARYLAND LLC LIVE CASINO 401(K) PLAN |
HANOVER MD |
| 4,617 |
| $80.8M |
| $620K |
| 4 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $603K |
| 5 | VAXCYTE, INC. VAXCYTE 401(K) PLAN | SAN CARLOS CA | 396 | $25.5M | $301K |
| 6 | THE STELLAR HEALTH GROUP,INC. THE STELLAR HEALTH GROUP, INC. 401(K) | NEW YORK NY | 140 | $14.3M | $287K |
| 7 | POLICYLINK POLICYLINK 401(K) PROFIT SHARING PLAN AND TRUST | OAKLAND CA | 96 | $16.1M | $270K |
| 8 | GOSSAMER BIO SERVICES, INC. GOSSAMER BIO 401(K) PLAN | SAN DIEGO CA | 119 | $20.1M | $249K |
| 9 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $153K |
| 10 | WESTERN RESERVE AREA AGENCY ON AGING WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN | CLEVELAND OH | 341 | $14.5M | $116K |
