Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding National Financial Services, LLC SPDR Portfolio S&P 500 ETF in their Schedule of Assets, totaling $1.3M 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 | U.S.T.E., INC. DBA VISTA PROFESSIONAL OUTDOOR LIGHTING VISTA PROFESSIONAL OUTDOOR LIGHTING 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 104 | $9.3M | $1.3M |
