Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Spdr S&P 500 ETF Trust in their Schedule of Assets, totaling $129.3M 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 | GMP & EMPLOYERS PENSION PLAN GMP & EMPLOYERS PENSION PLAN | CINCINNATI OH | 2,185 | $566.0M | $28.2M |
| 2 | LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE LA | — | $6.5B | $21.5M |
| 3 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN |
NEWTOWN SQUARE PA |
| 1,227 |
| $187.9M |
| $15.8M |
| 4 | VISION SERVICE PLAN VISION SERVICE PLAN VEBA WELFARE BENEFIT PLAN | RANCHO CORDOVA CA | 666 | $80.4M | $13.8M |
| 5 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $8.8M |
| 6 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $5.3M |
| 7 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $4.6M |
| 8 | 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 |
| 9 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $3.6M |
| 10 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN AND TRUST | GLENS FALLS NY | 459 | $63.9M | $3.5M |
