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 Trust Exchange traded fund in their Schedule of Assets, totaling $1.4M 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 | OASIS MANAGEMENT SYSTEMS, INC. OASIS MANAGEMENT SYSTEMS, INC. PROFIT SHARING PLAN | CUMMING GA | 113 | $9.3M | $1.0M |
| 2 | MOVEMENT FOR LIFE, INC. MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 194 | $15.3M | $287K |
| 3 | OHNWARD BANCSHARES, INC. |
MAQUOKETA IA |
| 117 |
| $12.5M |
| $115K |
