Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Spdr S&P 500 ETF Trust in their Schedule of Assets, totaling $250.2M 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 | INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND | PHILADELPHIA PA | 4,931 | $200.3M | $53.4M |
| 2 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $53.2M |
| 3 |
HONOLULU HI |
| 1,543 |
| $361.9M |
| $37.4M |
| 4 | GMP & EMPLOYERS PENSION PLAN GMP & EMPLOYERS PENSION PLAN | CINCINNATI OH | 2,185 | $566.0M | $28.2M |
| 5 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE PA | 1,227 | $187.9M | $15.8M |
| 6 | VISION SERVICE PLAN VISION SERVICE PLAN VEBA WELFARE BENEFIT PLAN | RANCHO CORDOVA CA | 666 | $80.4M | $13.8M |
| 7 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $8.8M |
| 8 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $5.3M |
| 9 | BOARD OF TRUSTEES LOCAL 713 HEALTH & WEL INTERNATIONAL BROTHERHOOD OF TRADE UNIONS LOCAL 713 HEALTH & WELFARE FUND | CARLE PLACE NY | 15,283 | $52.9M | $3.9M |
| 10 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $3.6M |