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 in their Schedule of Assets, totaling $502K 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 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $502K |
| 2 | FIVESPICE LLC FIVESPICE LLC 401(K) PLAN | LAKE OSWEGO OR | 444 | $437K | $19 |
