Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Select Sector SPDR ETF SPDR 0 in their Schedule of Assets, totaling $7.1M 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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $4.1M |
| 2 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $618K |
| 3 | THEKEY THEKEY 401(K) PLAN | LA JOLLA |
| 9,548 |
| $32.3M |
| $608K |
| 4 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $348K |
| 5 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $300K |
| 6 | SYNOLOGY AMERICA CORP. SYNOLOGY AMERICA CORP. 401(K) P/S PLAN | BELLEVUE WA | 124 | $6.3M | $251K |
| 7 | METRC LLC METRC LLC 401(K) P/S PLAN | LAKELAND FL | 194 | $6.8M | $179K |
| 8 | TRANSITIONAL LEARNING CENTER AT GALVESTON TRANSITIONAL LEARNING CENTER 401(K) PLAN | HOUSTON TX | 286 | $5.2M | $117K |
| 9 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $102K |
| 10 | AXIOM DIVISION 7, INC AXIOM DIVISION 7, INC 401(K) P/S PLAN | LYNDEN WA | 207 | $4.7M | $99K |
