Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding SPDR S&P Kensho New Economies Composite ETF " in their Schedule of Assets, totaling $1.2M 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 | $251K |
| 2 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $183K |
| 3 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST |
INDIANAPOLIS IN |
| 4,241 |
| $96.0M |
| $183K |
| 4 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $118K |
| 5 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $63K |
| 6 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $58K |
| 7 | SEED HEALTH, INC. SEED HEALTH, INC. 401(K) PLAN | VENICE CA | 173 | $6.1M | $50K |
| 8 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $42K |
| 9 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $35K |
| 10 | OCROLUS INC. OCROLUS 401(K) PLAN | NEW YORK NY | 69 | $6.2M | $33K |
