Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding SPDR S&P 600 Small Cap Growth ETF SPDR 0 in their Schedule of Assets, totaling $756K 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 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $245K |
| 2 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $196K |
| 3 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN |
CAMPBELL CA |
| 414 |
| $23.3M |
| $179K |
| 4 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $109K |
| 5 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $15K |
| 6 | B&M ROOFING OF COLORADO B&M ROOFING OF COLORADO 401(K) PLAN | ERIE CO | 114 | $4.5M | $12K |
