Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Spdr Portfolio S&P 500 Growth ETF in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA | PASADENA CA | 608 | $60.7M | $897K |
| 2 | DELTA DIVERSIFIED ENTERPRISES, INC DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUST | TEMPE AZ | 307 | $22.0M | $490K |
| 3 | BOARD OF TRUSTEES, PROFESSIONAL MUSICIANS, LOCAL 47 |
PASADENA CA |
| 920 |
| $8.2M |
| $388K |
| 4 | BASS MEDICAL GROUP, INC. BASS CASH BALANCE PLAN | WALNUT CREEK CA | 146 | $55.3M | $335K |
| 5 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $267K |
| 6 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $132K |
| 7 | BOARD OF TRUSTEES, B & C WESTERN CONFERENCE DENTAL B & C WESTERN CONFERENCE DENTAL FUND | ALAMEDA CA | 1,755 | $4.1M | $130K |
| 8 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $18K |
| 9 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $6K |
