Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SPDR S&P 600 Small Cap ETF in their Schedule of Assets, totaling $2.5M 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 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $959K |
| 2 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $828K |
| 3 | CONCENTRIC GROUP, INC. |
KIRKLAND WA |
| 264 |
| $20.0M |
| $761K |
