Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Financial Select Sector SPDR ETF Financial 0 in their Schedule of Assets, totaling $2.4M 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 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $823K |
| 2 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $783K |
| 3 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN |
CAMPBELL CA |
| 414 |
| $23.3M |
| $557K |
| 4 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $171K |
| 5 | NUCLEAR CARE PARTNERS, LLC NUCLEAR CARE PARTNERS RETIREMENT PLAN | GRAND JUNCTION CO | 1,227 | $4.7M | $25K |
