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 500 growth in their Schedule of Assets, totaling $2.2M 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 | BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRUST | TUALATIN OR | 275 | $19.1M | $1.1M |
| 2 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $743K |
| 3 | BOARD OF TRUSTEES, MULTI-UNION SECURITY TRUST FUND |
PASADENA CA |
| 856 |
| $14.9M |
| $417K |
