Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity® U.S. Sustainability Index Fund Registered Investment Company in their Schedule of Assets, totaling $983K 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 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $672K |
| 2 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $175K |
| 3 | AMPERITY, INC. AMPERITY 401(K) PLAN |
SEATTLE WA |
| 241 |
| $26.4M |
| $78K |
| 4 | DISCORD INC. DISCORD INC. 401(K) PLAN | SAN FRANCISCO CA | 837 | $68.1M | $50K |
| 5 | QUARTZY, INC. QUARTZY 401(K) PLAN | HAYWARD CA | 91 | $4.4M | $8K |
