Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Annuity Insurance Company MEDLEY PSF GLOBAL PORT in their Schedule of Assets, totaling $297K 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 | SUTTER BAY HOSPITALS ALTA BATES SUMMIT 403(B) TDA RETIREMENT PLAN | SACRAMENTO CA | 101 | $17.4M | $297K |
