Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 65 retirement plans report an interest in this investment, totaling $689.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Empower S&P 500 Index Separate Acct, Empower S&P 500 Index Separate. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HENSEL PHELPS CONSTRUCTION CO HENSEL PHELPS SALARY RETIREMENT PLAN | GREELEY CO | 3,935 | $741.4M | $103.8M |
| 2 | KELLER MANAGEMENT SERVICES, LLC KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN | HANOVER MD | 3,522 | $355.0M | $86.4M |
| 3 | EMPLOYERS MUTUAL CASUALTY COMPANY |
DES MOINES IA |
| 2,037 |
| $583.8M |
| $52.9M |
| 4 | WILMINGTON SAVINGS FUND SOCIETY, FSB WSFS FINANCIAL CORPORATION SECTION 401(K) SAVINGS & RETIREMENT PLAN | WILMINGTON DE | 2,277 | $304.8M | $46.9M |
| 5 | KCI TECHNOLOGIES, INC KCI TECHNOLOGIES, INC 401(K) PLAN | SPARKS MD | 2,543 | $324.0M | $34.3M |
| 6 | LOZIER CORPORATION LOZIER CORPORATION 401(K) SAVINGS PLAN | OMAHA NE | 1,940 | $205.1M | $33.9M |
| 7 | PERSONIFY HEALTH, INC. PERSONIFY HEALTH, INC. 401(K) PLAN | TEMPE AZ | 2,367 | $178.1M | $25.1M |
| 8 | VERDUN MANAGEMENT CO LLC VERDUN 401(K) RETIREMENT PLAN | HOUSTON TX | 227 | $95.1M | $20.3M |
| 9 | BH SHOE HOLDINGS, INC BH SHOE HOLDINGS, INC. INVESTMENT AND RETIREMENT PLAN (401(K) PLAN FOR NON UNION EMPLOYEES) | GREENWICH CT | 966 | $129.2M | $19.2M |
| 10 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 606 | $96.2M | $18.3M |
