Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SPDR S&P 600 Small Cap Value ETF in their Schedule of Assets, totaling $1.0M 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 | REV.COM, INC. REV.COM, INC. 401(K) PLAN | AUSTIN TX | 127 | $13.5M | $539K |
| 2 | LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE WA | 424 | $15.4M | $225K |
| 3 | PLANCK LLC DBA PATCH MEDIA PLANCK LLC DBA PATCH MEDIA 401(K) PLAN |
| 101 |
| $3.3M |
| $122K |
| 4 | EMPIRE PORTFOLIO GROUP PAYROLL LLC EMPIRE PORTFOLIO GROUP 401(K) PLAN | NEW YORK NY | 678 | $2.6M | $109K |
| 5 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $30K |
