Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Global Advisors SPDR Portfolio S&P 600 Small Cap ETF in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANCISCO PARTNERS MANAGEMENT, LP FRANCISCO PARTNERS 401(K) PLAN | SAN FRANCISCO CA | 130 | $36.9M | $1.4M |
| 2 | PUZZLE SOLUTIONS LLC PUZZLEHR 401(K) PLAN | TAMPA FL | 226 | $7.2M | $291K |
