Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding SPDR Dow Jones Industrial Average ETF SPDR 0 in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | $1.3M |
| 2 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $962K |
| 3 | LEISURE SPORTS, INC. |
PLEASANTON CA |
| 172 |
| $20.5M |
| $860K |
| 4 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $432K |
| 5 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $308K |
| 6 | ARROW SENIOR LIVING MANAGEMENT, LLC ARROW SENIOR LIVING MANAGEMENT, LLC 401K PLAN | ST CHARLES MO | 2,206 | $9.2M | $301K |
| 7 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $167K |
| 8 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $165K |
| 9 | CYBERSOFT CYBERSOFT 401(K) P/S PLAN | HOUSTON TX | 139 | $7.0M | $136K |
| 10 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $92K |
