Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Exchange traded funds in their Schedule of Assets, totaling $6.9M 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 | MACON ORTHOPAEDIC & HAND CENTER, PA MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN | MACON GA | 305 | $49.2M | $3.9M |
| 2 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $2.5M |
| 3 | JD.COM AMERICAN TECHNOLOGIES CORPORATION |
FONTANA CA |
| 155 |
| $14.0M |
| $360K |
| 4 | HATTORI HANZO SHEARS, INC. HATTORI HANZO SHEARS, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 148 | $5.7M | $124K |