Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SPDR S&P 500 Value ETF in their Schedule of Assets, totaling $2.4M 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 | REV.COM, INC. REV.COM, INC. 401(K) PLAN | AUSTIN TX | 127 | $13.5M | $2.1M |
| 2 | PLANCK LLC DBA PATCH MEDIA PLANCK LLC DBA PATCH MEDIA 401(K) PLAN | NEW YORK NY | 101 | $3.3M | $391K |
