Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding SPDR Portfolio S&P 400 Mid Cap Exchange-traded fund in their Schedule of Assets, totaling $6.7M 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 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $1.1M |
| 2 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $806K |
| 3 | MINISTRY CENTERED TECHNOLOGIES, INC. MINISTRY CENTERED TECHNOLOGIES, INC. 401(K) PLAN |
CARLSBAD CA |
| 169 |
| $17.2M |
| $795K |
| 4 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $758K |
| 5 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $691K |
| 6 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $547K |
| 7 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $525K |
| 8 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $401K |
| 9 | JS OPERATING COMPANY, LP JUNGLE SCOUT 401(K) PLAN | AUSTIN TX | 64 | $5.6M | $306K |
| 10 | FIRSTHAND HEALTH INC FIRSTHAND HEALTH 401(K) PLAN | NEW YORK NY | 355 | $5.0M | $269K |
