Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity US Sustainability Index # in their Schedule of Assets, totaling $3.8M 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 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $2.9M |
| 2 | GAS SOUTH, LLC GAS SOUTH 401(K) PLAN | ATLANTA GA | 416 | $65.1M | $414K |
| 3 | CORUS INTERNATIONAL INC. |
WASHINGTON DC |
| 165 |
| $28.3M |
| $189K |
| 4 | M&S ENGINEERING, LLC M&S COMPANIES 401(K) PLAN | SPRING BRANCH TX | 324 | $16.6M | $129K |
| 5 | INSTITUTE OF INTERNATIONAL EDUCATION, INC. INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN | NEW YORK NY | 556 | $145.1M | $101K |
| 6 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $26K |
| 7 | RECOVERY CENTERS OF AMERICA HOLDINGS LLC RECOVERY CENTERS OF AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 1,985 | $21.8M | $22K |
| 8 | HINIKER COMPANY HINIKER COMPANY PROFIT SHARING RETIREMENT SAVINGS PLAN | MANKATO MN | 97 | $8.4M | $13K |
