Form 5500 Search

Empower Trust Drive Balanced Fund

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $74.5M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
32
Reported interest (EOY)
$74.5M
Data source
DOL Form 5500 · Schedule D

Plans holding Empower Trust Drive Balanced Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1FAULKNER CADILLAC, INC.
FAULKNER GROUP 401(K) PLAN
TREVOSE
PA
1,777$122.3M$15.3M
2SAM LEMAN I, LLC
SAM LEMAN I, LLC 401(K) PLAN
MORTON
IL
385$33.7M$10.4M
3POWELL-WATSON MOTORS
POWELL-WATSON MOTORS 401(K) PLAN
LAREDO
TX
164$6.4M$6.4M
4HOME RUN AUTO GROUP
HOME RUN AUTO GROUP 401(K) PLAN
JANESVILLE
WI
168$13.2M$6.1M
5RYAN CHEVROLET, LLC
RYAN CHEVROLET, LLC 401(K) PLAN
MONROE
LA
95$4.5M$4.4M
6AURORA HEALTH MANAGEMENT, LLC
AURORA HEALTH MANAGEMENT, LLC 401(K) PLAN
MILLERSVILLE
MD
158$5.5M$4.2M
7UEBELHOR AND SONS CHEVROLET
UEBELHOR AND SONS CHEVROLET 401(K) PLAN
JASPER
IN
127$11.4M$4.2M
8WILLIAM F FENTON, LLC
WILLIAM F FENTON, LLC 401(K) PLAN
EAST SWANZEY
NH
170$10.9M$3.4M
9RUSSELL & SMITH FORD, INC.
RUSSELL & SMITH FORD, INC. 401(K) PLAN
HOUSTON
TX
251$10.1M$3.3M
10J C LEWIS MOTOR CO., INC.
J C LEWIS MOTOR CO., INC. 401(K) PLAN
POOLER
GA
264$15.0M$3.3M
See all 32 plans holding Empower Trust Drive Balanced Fund
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