Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Gabelli Funds/Ssga SVSPX - Ssga S&P Index 500 in their Schedule of Assets, totaling $6.2M 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 | KARGO GLOBAL LLC KARGO GLOBAL LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 382 | $29.4M | $2.3M |
| 2 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $1.8M |
| 3 | LIST INDUSTRIES, INC. LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN |
DEERFIELD BEACH FL |
| 459 |
| $18.1M |
| $850K |
| 4 | CHARTER HR, INC. CHARTER HR RETIREMENT SAVINGS PLAN | ALEXANDER CITY AL | 433 | $6.1M | $679K |
| 5 | YOUR PEOPLE PROFESSIONALS, INC. DBA YOUR PEOPLE PROFESSIONALS YOUR PEOPLE PROFESSIONALS MULTIPLE EMPLOYER PLAN | SANTA MARIA CA | 254 | $10.9M | $397K |
| 6 | SIMPLOY, INC. SIMPLOY, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 719 | $11.8M | $210K |
