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 of America* Portfolio Fund in their Schedule of Assets, totaling $8.6M 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 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $8.6M |
