Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SPDR Portfolio S&P 400 Mid Cap Registered Investment Company in their Schedule of Assets, totaling $4.9M 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 | WATCHGUARD TECHNOLOGIES, INC. WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN | SEATTLE WA | 320 | $64.4M | $3.0M |
| 2 | CRIBL INC CRIBL 401(K) PLAN | SAN FRANCISCO CA | 614 | $31.6M | $1.5M |
| 3 | MATONEE INC APTOS LABS 401(K) PLAN | PALO ALTO CA |
| 132 |
| $6.6M |
| $339K |
