Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SSGA SPDR S&P 500 ETF in their Schedule of Assets, totaling $5.8M 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 | HALLMARK FINANCIAL SERVICES INC RETIREMENT PLAN FOR EMPLOYEES OF THE MILLERS INSURANCE GROUP | DALLAS TX | 5 | $10.2M | $3.7M |
| 2 | CUSTOMIZED ENERGY SOLUTIONS, LTD. CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | PHILADELPHIA PA | 162 | $40.6M | $2.1M |
