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 in their Schedule of Assets, totaling $10.0M 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 | SHEET METAL WORKERS LOCAL 22 ANNUITY FUND SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND | KENILWORTH NJ | 251 | $82.7M | $6.2M |
| 2 | SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 22 - WELFARE FUND | KENILWORTH NJ | 279 | $21.9M | $1.6M |
| 3 | ERDMAN COMPANY |
MADISON WI |
| 53 |
| $22.7M |
| $991K |
| 4 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $851K |
| 5 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $415K |
