Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Drive Balance Fund * Empower Retirement Collective Trust Fund in their Schedule of Assets, totaling $111K 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 | FREEMAN MOTORS DBA FREEMAN TOYOTA AND LEXUS FREEMAN MOTORS DBA FREEMAN TOYOTA AND LEXUS 401(K) PLAN | SANTA ROSA CA | 173 | $16.2M | $99K |
| 2 | ZAMORA AUTOMOTIVE, INC. ZAMORA AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN | MESA AZ | 444 | $2.1M | $12K |
