Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Proshares S&P 500 Dividend ETF in their Schedule of Assets, totaling $8.7M 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 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK | ST. LOUIS MO | 852 | $56.0M | $3.5M |
| 2 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK | ST. LOUIS MO | 843 | $51.0M | $3.4M |
| 3 | BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND |
SEATTLE WA |
| 2,217 |
| $78.2M |
| $1.1M |
| 4 | BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA | PASADENA CA | 608 | $60.7M | $721K |
