Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity U.S. sustainability index fund in their Schedule of Assets, totaling $26.7M 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 | CONTINENTAL AUTOMOTIVE, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL - AUTOMOTIVE SYSTEMS | FORT MILL SC | 2,425 | $1.1B | $20.0M |
| 2 | CONTINENTAL TIRE THE AMERICAS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-RUBBER | FORT MILL SC | 10,839 | $1.3B | $5.9M |
| 3 | SOCURE INC. |
INCLINE VILLAGE NV |
| 313 |
| $31.2M |
| $598K |
| 4 | PREMIUM LABEL & PACKAGING SOLUTIONS, LLC PREMIUM LABEL & PACKAGING SOLUTIONS RETIREMENT PLAN | FAIRFIELD NJ | 170 | $8.4M | $75K |
| 5 | CONTITECH USA, INC. CONTITECH AUBURN HOURLY 401(K) PLAN | FAIRLAWN OH | 272 | $21.6M | $52K |
| 6 | CHAMPION CREDIT UNION CHAMPION CREDIT UNION 401(K) SAVINGS PLAN | CANTON NC | 110 | $7.5M | $20K |
| 7 | BESTDRIVE, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-BESTDRIVE, LLC | FORT MILL SC | 328 | $16.0M | $2K |
| 8 | PLASAN CARBON COMPOSITES, INC. PLASAN 401(K) PLAN | WALKER MI | 84 | $10.0M | $1K |
| 9 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $143 |
