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 Mutual Fund in their Schedule of Assets, totaling $6.9M 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 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 24,397 | $730.5M | $5.3M |
| 2 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $1.3M |
| 3 | RENT THE RUNWAY, INC. RENT THE RUNWAY, INC. |
BROOKLYN NY |
| 1,671 |
| $34.8M |
| $224K |
| 4 | SIEBERT FINANCIAL CORP. SIEBERT FINANCIAL CORP. 401(K) PLAN | MIAMI FL | 132 | $10.2M | $37K |
| 5 | MUX, INC. MUX 401(K) PLAN | SAN FRANCISCO CA | 81 | $10.1M | $3K |
