Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Spdr S&P 600 s/c value fund Exchange traded fund in their Schedule of Assets, totaling $68K 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 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $63K |
| 2 | MEDBRIDGE DEVELOPMENT COMPANY LP MEDBRIDGE 401(K) PLAN | SANTA BARBARA CA | 159 | $4.3M | $5K |
