Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SPDR SPDR S&P 500 ETF Trust in their Schedule of Assets, totaling $5.7M 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 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUST | ALEXANDRIA VA | 263 | $89.0M | $5.5M |
| 2 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $100K |
| 3 | WATSON CLINIC LLP |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $63K |
| 4 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $29K |
