Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0 in their Schedule of Assets, totaling $1.1M 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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $566K |
| 2 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $158K |
| 3 | THEKEY THEKEY 401(K) PLAN |
| 9,548 |
| $32.3M |
| $118K |
| 4 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $102K |
| 5 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $56K |
| 6 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $34K |
| 7 | NORTAL, LLC NORTAL, LLC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 56 | $8.8M | $33K |
| 8 | BLACKFLY INVESTMENTS, LLC BLACKFLY INVESTMENTS, LLC 401(K) P/S PLAN | VANCOUVER WA | 185 | $4.3M | $13K |
| 9 | EAGLE AMBULANCE EAGLE AMBULANCE 401(K) P/S PLAN | RODEO CA | 299 | $2.0M | $12K |
| 10 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $10K |
