Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Energy Select Sector Spdr in their Schedule of Assets, totaling $573K 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 | INDUSTRIAL SUPPLY SOLUTIONS INC. INDUSTRIAL SUPPLY SOLUTIONS INC. 401K PLAN | SALISBURY NC | 121 | $9.2M | $257K |
| 2 | SHAKLEE CORPORATION SHAKLEE CORPORATION PENSION PLAN | MIAMI FL | 34 | $13.8M | $240K |
| 3 | CURTIS CONTRACTING, INC. CURTIS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN |
WEST POINT VA |
| 182 |
| $9.7M |
| $49K |
| 4 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $20K |
| 5 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $8K |
