Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower DayOne IncomeFlex Target Balance Fund in their Schedule of Assets, totaling $5.6M 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 | SUMMUS GROUP LLC SUMMUS 401(K) PLAN | MUNDELEIN IL | 556 | $52.5M | $2.8M |
| 2 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST PLAN | MUNDELEIN IL | 556 | $52.5M | $2.8M |
