Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity U.S. Sustainability Index Instl Mutual Funds in their Schedule of Assets, totaling $3.1M 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 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $2.2M |
| 2 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $895K |
