Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Select Sector SPDR-Utilities 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 | SEALING DEVICES INC. INCENTIVE PROFIT SHARING PLAN FOR EMPLOYEES OF SEALING DEVICES INC. | LANCASTER NY | 192 | $41.0M | $1.3M |
| 2 | CHEROKEE DISTRIBUTING COMPANY, INC. CHEROKEE DISTRIBUTING COMPANY INC EMPLOYEES' PROFIT-SHARING PLAN | KNOXVILLE TN | 362 | $32.8M | $199K |
| 3 | THE INNSBROOK CORPORATION |
INNSBROOK MO |
| 94 |
| $14.2M |
| $91K |
