Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding SPDR S&P 500 Fossil Fuel Reserves Free ETF " in their Schedule of Assets, totaling $849K 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 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $396K |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $291K |
| 3 | ASAPP INC. ASAPP INC. 401(K) PLAN |
NEW YORK NY |
| 128 |
| $25.4M |
| $100K |
| 4 | HOMETAP EQUITY PARTNERS LLC HOMETAP EQUITY PARTNERS 401(K) PLAN | BOSTON MA | 248 | $12.9M | $21K |
| 5 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $12K |
| 6 | SEED HEALTH, INC. SEED HEALTH, INC. 401(K) PLAN | VENICE CA | 173 | $6.1M | $10K |
| 7 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $10K |
| 8 | CALIBRATE HEALTH INC CALIBRATE 401(K) PLAN | NEW YORK NY | 129 | $6.0M | $5K |
| 9 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $3K |
| 10 | ROADSYNC, INC ROADSYNC 401(K) PLAN | ATLANTA GA | 44 | $1.8M | $1K |
