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 Value ETF Mutual fund in their Schedule of Assets, totaling $544K 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 | BRICKYARD, LP BRICKYARD HEALTHCARE 401(K) PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 3,659 | $12.0M | $303K |
| 2 | THREADED FASTENERS, INC. THREADED FASTENERS, INC. RETIREMENT PLAN | MOBILE AL | 245 | $9.2M | $187K |
| 3 | USLIVE OPCO INC USLIVE OPCO INC 401(K) PLAN |
HOUSTON TX |
| 173 |
| $8.6M |
| $54K |
