Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Technology Select Sector Spdr in their Schedule of Assets, totaling $1.3M 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 | POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. SAVINGS AND INVESTMENT PLAN | PENFIELD NY | 191 | $16.6M | $1.1M |
| 2 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $186K |
| 3 | MARK A. O'NEAL & ASSOCIATES, INC. |
BATON ROUGE LA |
| 132 |
| $4.4M |
| $34K |