Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity U.S. Sustainability Index Mutual Funds in their Schedule of Assets, totaling $10.6M 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 | SHORE HEALTH SYSTEM, INC. SHORE HEALTH SYSTEM, INC. 401(K) PLAN | EASTON MD | 1,189 | $118.4M | $9.5M |
| 2 | FAMILY PRACTICE CENTER, PC FAMILY PRACTICE CENTER, PC 401K PLAN | SELINSGROVE PA | 985 | $107.8M | $1.1M |
| 3 | HIFFMAN SHAFFER ASSOCIATES, INC. NAI HIFFMAN 401K PLAN |
OAKBROOK TERRACE IL |
| 198 |
| $11.8M |
| $7K |
