Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Statherós 20/80 Global Allocation Conservative Exchange-Traded Fund in their Schedule of Assets, totaling $28K 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 | GENERATE CAPITAL, PBC GENERATE CAPITAL INC. 401(K) PLAN | SAN FRANCISCO CA | 250 | $25.4M | $28K |
