Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Select Sector Spdr Tr Energy in their Schedule of Assets, totaling $71K 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 | WILLMAN INDUSTRIES, INC. RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. | CEDAR GROVE WI | 19 | $4.2M | $69K |
| 2 | INDUSTRIAL MANUFACTURING AND PROFESSIONAL COMMERCIAL TRUST INDUSTRIAL MANUFACTURING PROFESSIONAL AND COMMERCIAL TRUST | LEXINGTON KY | 4,983 | $9.3M | $2K |
