Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity US Sustainability Index Fund* in their Schedule of Assets, totaling $5.5M 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 | CUMMINGS PROPERTIES, LLC CUMMINGS PROPERTIES, LLC 401(K) PLAN | WOBURN MA | 551 | $94.5M | $2.2M |
| 2 | BRAZE, INC. BRAZE, INC. 401(K) PLAN | NEW YORK NY | 1,012 | $104.2M | $864K |
| 3 | SOUTHEAST GEORGIA HEALTH SYSTEM, INC. SOUTHEAST GEORGIA HEALTH SYSTEM, INC. 403(B) RETIREMENT SAVINGS PLAN |
BRUNSWICK GA |
| 2,528 |
| $203.8M |
| $761K |
| 4 | MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 352 | $12.1M | $480K |
| 5 | KELMAR ASSOCIATES, LLC KELMAR ASSOCIATES, LLC 401(K) PLAN | WAKEFIELD MA | 268 | $35.6M | $465K |
| 6 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $342K |
| 7 | ASSEMBLY BIOSCIENCES, INC. ASSEMBLY BIOSCIENCES, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 72 | $18.2M | $316K |
| 8 | TAWANI ENTERPRISES, INC. TAWANI ENTERPRISES EMPLOYEES' PENSION PLAN | CHICAGO IL | 168 | $20.7M | $26K |
| 9 | BARINGA PARTNERS, LP BARINGA PARTNERS 401(K) PLAN | NEW YORK NY | 120 | $5.7M | $15K |
| 10 | BROADMEAD, INC. BROADMEAD, INC. 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 349 | $11.5M | $13K |
