Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Spdr Portfolio S&P 500 Value Etf in their Schedule of Assets, totaling $10.7M 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 - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | KENILWORTH NJ | 297 | $80.8M | $5.4M |
| 2 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN AND TRUST | GLENS FALLS NY | 459 | $63.9M | $4.4M |
| 3 | DELTA DIVERSIFIED ENTERPRISES, INC |
TEMPE AZ |
| 307 |
| $22.0M |
| $551K |
| 4 | HARRY WINSTON, INC. HARRY WINSTON, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 9 | $7.0M | $317K |
| 5 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $5K |
