Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Empower Aggressive Profile Fund Inv Mutual Fund in their Schedule of Assets, totaling $467K 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 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $215K |
| 2 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $126K |
| 3 | SENIOR SERVICES OF AMERICA, LLC |
GIG HARBOR WA |
| 560 |
| $2.0M |
| $69K |
| 4 | CASTLE RESORTS & HOTELS, INC. CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN | HONOLULU HI | 474 | $8.1M | $58K |
