Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3,824 U.S. retirement plans report holding a Empower / Great-West fund in their Schedule of Assets, totaling $32.3B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Empower / Great-West position |
|---|---|---|---|---|---|
| 1 | ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE WI | 83,445 | $10.5B | $2.2B |
| 2 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $838.4M |
| 3 | EMPOWER RETIREMENT, LLC EMPOWER RETIREMENT, LLC 401(K) SAVINGS PLAN |
GREENWOOD VILLAGE CO |
| 10,261 |
| $2.2B |
| $719.8M |
| 4 | CAESARS ENTERTAINMENT INC. CAESARS ENTERTAINMENT, INC 401(K) PLAN | RENO NV | 34,759 | $1.9B | $591.3M |
| 5 | BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH VA | 36,790 | $10.6B | $367.3M |
| 6 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $338.2M |
| 7 | LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN | PHILADELPHIA PA | 3,867 | $1.3B | $322.6M |
| 8 | JACK HENRY & ASSOCIATES INC JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN | ALLEN TX | 7,243 | $1.4B | $320.9M |
| 9 | BURR & FORMAN LLP BURR & FORMAN LLP PROFIT SHARING PLAN | BIRMINGHAM AL | 604 | $399.4M | $314.4M |
| 10 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $312.8M |
