Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity U.S. Sustainability Index Registered Investment Company {+} in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $1.5M |
| 2 | GGLO, LLC 401(K) PROFIT SHARING PLAN GGLO, LLC 401(K) PROFIT SHARING PLAN | SEATTLE WA | 62 | $30.3M | $836K |
| 3 | PREMERE REHAB, LLC |
TUALATIN OR |
| 660 |
| $49.5M |
| $112K |
| 4 | WELLTHY, INC. WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 222 | $9.3M | $83K |
