Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity US Sustain Index Inst Registered Investment Company in their Schedule of Assets, totaling $896K 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 | MOMENTIVE PERFORMANCE MATERIALS MOMENTIVE TECHNOLOGIES SAVINGS PLAN | STRONGSVILLE OH | 514 | $100.9M | $731K |
| 2 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $85K |
| 3 | GOOP INC. GOOP INC. 401K PLAN | SANTA MONICA |
| 167 |
| $7.1M |
| $63K |
| 4 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $18K |
