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There are a few thousand in the US, but most are so small that an index wouldn't be much. NCEO maintains lists but they're paid (and priced for consultants): ht
by starkparker 3y ago
There are a few thousand in the US, but most are so small that an index wouldn't be much. NCEO maintains lists but they're paid (and priced for consultants): https://www.nceo.org/employee-ownership-data/esop-company-lists https://www.nceo.org/employee-ownership-data/esop-company-li...
DOL posts Form 5500 filings but they lag by 2-3 years: https://www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/form-5500 https://www.dol.gov/agencies/ebsa/employers-and-advisers/pla...
As of 2021 they listed 6,533 ESOP filings at a combined asset cap of about $2T. For context Apple's market cap just passed $3T in December.
- araes 3y agoAnother way to look at it would be the bottom of the S&P 500, which sits at around $12.5 billion. If there's 6533, their combined asset cap of $2 trillion puts them somewhere around $300 million or so per company, at least a factor of 30 below the S&P 500 bottom. There might be a few within the list that would be S&P 500, if they were public, since the list is likely to have a power law distribution.