Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding SPDR Portfolio S&P 500 ETF Exchange-traded fund in their Schedule of Assets, totaling $53.9M 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 | TWIN CITY FOODS, INC. TWIN CITY FOODS, INC. HOURLY EMPLOYEES DEFINED BENEFIT PENSION PLAN | STANWOOD WA | 122 | $64.6M | $30.5M |
| 2 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $3.3M |
| 3 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 1,395 |
| $21.3M |
| $3.0M |
| 4 | MINISTRY CENTERED TECHNOLOGIES, INC. MINISTRY CENTERED TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 169 | $17.2M | $2.2M |
| 5 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $2.2M |
| 6 | FIRSTHAND HEALTH INC FIRSTHAND HEALTH 401(K) PLAN | NEW YORK NY | 355 | $5.0M | $2.1M |
| 7 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $1.5M |
| 8 | TRUSTED TECHNOLOGIES, INC. TRUSTED, INC. 401(K) PLAN | SAN FRANCISCO CA | 122 | $9.6M | $1.3M |
| 9 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $1.3M |
| 10 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $1.2M |