Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity U.S. Sustainability Index 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEEL, INC. DEEL 401(K) PLAN | SAN FRANCISCO CA | 3,489 | $51.5M | $1.3M |
| 2 | PINE GATE RENEWABLES, LLC PINE GATE BLUE RIDGE 401(K) PLAN | ASHEVILLE NC | 937 | $48.0M | $567K |
| 3 | BERLINROSEN HOLDINGS BERLINROSEN HOLDINGS 401(K) PLAN | NEW YORK |
| 582 |
| $55.9M |
| $494K |
| 4 | CHESTNUT HEALTH SYSTEMS, INC. CHESTNUT HEALTH SYSTEMS, INC. 401(K) RETIREMENT PLAN | BLOOMINGTON IL | 808 | $41.6M | $390K |
| 5 | SIMPLE MANAGEMENT GROUP INC SIMPLE MANAGEMENT GROUP INC. 401(K) PLAN | MAITLAND FL | 252 | $3.2M | $217K |
| 6 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $122K |
| 7 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $27K |
| 8 | CHAMBERS & CHAMBERS, INC. CHAMBERS & CHAMBERS, INC. PROFIT SHARING 401(K) PLAN | NAPA CA | 95 | $16.9M | $6K |
| 9 | MUSEUM OF CONTEMPORARY ART MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 144 | $10.1M | $5K |
| 10 | DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 143 | $23.7M | $2K |
