Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity US Sustainability Index Mutual fund in their Schedule of Assets, totaling $64.2M 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 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $34.8M |
| 2 | UNIV OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 6,682 | $515.4M | $25.7M |
| 3 | BOSTON DYNAMICS, INC. |
WALTHAM MA |
| 807 |
| $91.3M |
| $1.8M |
| 4 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $1.0M |
| 5 | EXPEDITION TECHNOLOGY, INC. EXPEDITION TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HERNDON VA | 115 | $21.0M | $301K |
| 6 | INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK CA | 165 | $37.8M | $152K |
| 7 | HORIZON GROUP USA, INC. HORIZON GROUP USA, INC. SAVINGS PLAN | NEW PROVIDENCE NJ | 166 | $14.7M | $119K |
| 8 | CARERITE CENTERS, LLC CARERITE CENTERS, LLC 401(K) PLAN | LAKEWOOD NJ | 2,409 | $31.8M | $113K |
| 9 | HORIZON MEDIA HOLDINGS, LLC HORIZON MEDIA, LLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,254 | $232.2M | $82K |
| 10 | FUSCOE ENGINEERING INC FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST | IRVINE CA | 154 | $36.9M | $53K |
