Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding SPDR Portfolio S&P 500 ETF " in their Schedule of Assets, totaling $77.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $13.9M |
| 2 | JEFFERSON BANK JEFFERSON BANCSHARES, INC. SEVENTH AMENDED AND RESTATED EMPLOYEES RETIREMENT PLAN & TRUST | SAN ANTONIO TX | 298 | $44.1M | $12.9M |
| 3 | BETTERMENT HOLDINGS, INC |
NEW YORK NY |
| 503 |
| $89.4M |
| $12.6M |
| 4 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $7.7M |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $3.6M |
| 6 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $3.5M |
| 7 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $3.4M |
| 8 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $2.5M |
| 9 | HOMETAP EQUITY PARTNERS LLC HOMETAP EQUITY PARTNERS 401(K) PLAN | BOSTON MA | 248 | $12.9M | $2.3M |
| 10 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $2.3M |
