Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SPDR State Street Global Advisors in their Schedule of Assets, totaling $6.9M 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 | NEWAGE INDUSTRIES, INC. NEWAGE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SOUTHAMPTON PA | 259 | $295.8M | $4.9M |
| 2 | COPPER STATE CREDIT UNION COPPER STATE CREDIT UNION 401(K) PLAN | PHOENIX AZ | 137 | $11.6M | $2.0M |
