Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares PHLX Semiconductor ETF in their Schedule of Assets, totaling $253K 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 | CHEROKEE DISTRIBUTING COMPANY, INC. CHEROKEE DISTRIBUTING COMPANY INC EMPLOYEES' PROFIT-SHARING PLAN | KNOXVILLE TN | 362 | $32.8M | $242K |
| 2 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $11K |