Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Spdr S&P 500 Etf in their Schedule of Assets, totaling $20.2M 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 | GAF MATERIALS LLC RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF GAF MATERIALS LLC | PARSIPPANY NJ | 840 | $84.2M | $5.9M |
| 2 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $3.0M |
| 3 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND |
HUNTINGTON WV |
| 1,524 |
| $559.3M |
| $2.8M |
| 4 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY | AUBURN HILLS MI | 68 | $28.5M | $2.6M |
| 5 | BOARD OF TRUSTEES OF I.B. OF T. WELFARE FUND - 945 LOCAL 945 IB OF T WELFARE FUND | WAYNE NJ | 2,130 | $24.6M | $2.0M |
| 6 | FULLSTACK, INC. FULLSTACK INC. 401(K) PLAN | INDIANAPOLIS PA | 823 | $27.6M | $1.2M |
| 7 | SAVIO HOUSE SAVIO HOUSE RETIREMENT PLAN | DENVER CO | 85 | $6.6M | $784K |
| 8 | THE TRUSTEE OF THE CARPENTERS INDUSTRIAL COUNCIL OF EASTERN CARPENTERS INDUSTRIAL COUNCIL OF EASTERN PENNSYLVANIA PENSION PLAN | WEST TRENTON NJ | 0 | $11.3M | $669K |
| 9 | IPSEN, INC. IPSEN INC. EMPLOYEE PENSION PLAN | CHERRY VALLEY IL | 25 | $12.0M | $590K |
| 10 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. ADA S. MCKINLEY COMMUNITY SERVICES, INC. RETIREMENT INCOME PLAN | CHICAGO IL | 266 | $27.0M | $326K |
