Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding State Street SPDR Portfolio S&P 500 ETF in their Schedule of Assets, totaling $30.4M 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 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $19.2M |
| 2 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA | 522 | $22.7M | $5.2M |
| 3 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA |
| 236 |
| $18.6M |
| $2.9M |
| 4 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $1.2M |
| 5 | INFLAMMATIX, INC. INFLAMMATIX, INC. 401(K) PLAN | SUNNYVALE CA | 80 | $8.1M | $1.1M |
| 6 | TAKE COMMAND INSURANCE AGENCY INC. TAKE COMMAND HEALTH 401(K) PLAN | RICHARDSON TX | 114 | $3.9M | $759K |
