Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity U.S. sustainability index fund in their Schedule of Assets, totaling $33.9M 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 | 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 | WORTHEN INDUSTRIES, INC. |
NASHUA NH |
| 295 |
| $36.4M |
| $1.0M |
| 4 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $869K |
| 5 | AUROBINDO PHARMA U.S.A., INC. AUROBINDO PHARMA U.S.A., INC. 401(K) PLAN | EAST WINDSOR NJ | 457 | $48.9M | $821K |
| 6 | MEOW WOLF, INC. MEOW WOLF 401(K) PLAN | SANTA FE NM | 801 | $16.6M | $652K |
| 7 | SOCURE INC. SOCURE INC. 401(K) PLAN | INCLINE VILLAGE NV | 313 | $31.2M | $598K |
| 8 | OPENGOV, INC. OPENGOV, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 634 | $32.2M | $448K |
| 9 | FABLETICS, INC. FABLETICS, INC. 401(K) PLAN | EL SEGUNDO CA | 2,777 | $73.1M | $343K |
| 10 | SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 359 | $54.3M | $313K |
