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List of Employee Ownership Plans in Major Public Companies
$50.00 for NCEO members; $100.00 for nonmembers
This list shows which of the S&P 500 companies have various forms of broad-based employee ownership, including stock purchase plans, ESOPs, 401(k) plans containing company stock, and more.
The list is current as of September 2017, and was created based on web searches conducted in August and September 2017 combined with 2014 retirement plan data from the Department of Labor.
Developed with support from the Heron Foundation, this project is unique because it relies on a labor-intensive process to gather and link data from public data sources, the SEC, company materials, and the Department of Labor. The list is provided in the form of an Excel spreadsheet and a PDF document that explains the list's methodology. The list contains the company name, type of plan, value of company stock in a defined contribution plans per participant, and whether there is some other form of broad equity plan available.
The list is current as of September 2017, and was created based on web searches conducted in August and September 2017 combined with 2014 retirement plan data from the Department of Labor.
Developed with support from the Heron Foundation, this project is unique because it relies on a labor-intensive process to gather and link data from public data sources, the SEC, company materials, and the Department of Labor. The list is provided in the form of an Excel spreadsheet and a PDF document that explains the list's methodology. The list contains the company name, type of plan, value of company stock in a defined contribution plans per participant, and whether there is some other form of broad equity plan available.
