Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SPDR S&P 500 ETF SPDR 0 in their Schedule of Assets, totaling $5.5M 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 | RECORDATI RARE DISEASES, INC. RECORDATI RARE DISEASES 401(K) PLAN | LEBANON NJ | 224 | $23.7M | $2.9M |
| 2 | MORTGAGE INDUSTRY ADVISORY CORPORATION MIAC ANALYTICS 401(K) PLAN | NEW YORK NY | 89 | $16.3M | $2.0M |
| 3 | UMBRA CUSCINETTI, INC. UMBRA CUSCINETTI, INC. 401(K) PLAN |
EVERETT WA |
| 73 |
| $6.9M |
| $600K |
