Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding SPDR Portfolio S&P 600 Small-Cap ETF Exchange-traded Fund in their Schedule of Assets, totaling $6.0M 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 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $875K |
| 2 | ILLINOIS MUTUAL LIFE INSURANCE CO. RETIREMENT PLAN FOR EMPLOYEES OF ILLINOIS MUTUAL LIFE INSURANCE COMPANY | PEORIA IL | 48 | $47.9M | $707K |
| 3 | OURARING INC. OURA RING INC 401(K) PLAN |
SAN FRANCISCO CA |
| 364 |
| $16.0M |
| $620K |
| 4 | MINISTRY CENTERED TECHNOLOGIES, INC. MINISTRY CENTERED TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 169 | $17.2M | $619K |
| 5 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $419K |
| 6 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $404K |
| 7 | TRUSTED TECHNOLOGIES, INC. TRUSTED, INC. 401(K) PLAN | SAN FRANCISCO CA | 122 | $9.6M | $381K |
| 8 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $311K |
| 9 | JS OPERATING COMPANY, LP JUNGLE SCOUT 401(K) PLAN | AUSTIN TX | 64 | $5.6M | $232K |
| 10 | THE BLACK TUX, LLC THE BLACK TUX, INC. 401(K) PLAN | SANTA MONICA CA | 356 | $5.9M | $205K |
