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 Small Cap Growth ETF Mutual fund in their Schedule of Assets, totaling $317K 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 | GREAT ELM HEALTHCARE, LLC STRUNK HR, LLC 401(K) PLAN | MESA AZ | 332 | $5.8M | $309K |
| 2 | BRAINYAK GUTCHECK 401(K) PLAN | DENVER CO | 78 | $2.8M | $8K |
