Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SPDR S&P 500 Fossil Fuel Reserves Free in their Schedule of Assets, totaling $35K 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 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $35K |
