Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Select Sector SPDR ETF Real Estate 0 in their Schedule of Assets, totaling $1.6M 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 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $851K |
| 2 | NORTAL, LLC NORTAL, LLC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 56 | $8.8M | $272K |
| 3 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN |
ALEXANDRIA VA |
| 233 |
| $14.5M |
| $272K |
| 4 | HUGHES CIRCUITS HUGHES CIRCUITS 401(K) PLAN | SAN MARCOS CA | 221 | $12.5M | $124K |
| 5 | MILK + HONEY HOLDINGS, LLC MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN | AUSTIN TX | 536 | $5.8M | $72K |
| 6 | GOLDSTEIN LAW GROUP, P.A. GOLDSTEIN LAW GROUP 401(K) PLAN | PLANTATION FL | 75 | $5.7M | $36K |
| 7 | JETCLOSING, INC. JETCLOSING 401(K) PLAN | BRIDGEWATER NJ | 0 | $1.2M | $17K |
