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 Instl Mutual fund in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 535 | $57.9M | $1.8M |
| 2 | SHINE TECHNOLOGIES, LLC SHINE TECHNOLOGIES, LLC 401(K) PLAN | JANESVILLE WI | 266 | $26.5M | $485K |
| 3 | WINDWARD FUND WINDWARD FUND 401(K) PLAN |
WASHINGTON DC |
| 76 |
| $4.4M |
| $331K |
| 4 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $174K |
| 5 | TERRE HILL SILO COMPANY, INC. TERRE HILL CONCRETE PRODUCTS 401(K) RETIREMENT PLAN | TERRE HILL PA | 159 | $7.6M | $49K |
