Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street SPDR Portfolio S&P 600 Small Cap ETF in their Schedule of Assets, totaling $7.9M 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 | $5.1M |
| 2 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA | 522 | $22.7M | $899K |
| 3 | ARCADIA POWER ARCADIA POWER 401(K) PLAN | WASHINGTON DC | 191 |
| $19.4M |
| $687K |
| 4 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA | 236 | $18.6M | $654K |
| 5 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $347K |
| 6 | TAKE COMMAND INSURANCE AGENCY INC. TAKE COMMAND HEALTH 401(K) PLAN | RICHARDSON TX | 114 | $3.9M | $146K |
| 7 | SUMMERSALT INC. SUMMERSALT INC. 401(K) PLAN | CLAYTON MO | 46 | $1.1M | $37K |
