Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Empower Empower S&P Small Cap 600 Index Inst in their Schedule of Assets, totaling $2.5M 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 | LEGACY COMMUNITY HEALTH SERVICES, INC. LEGACY COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN | HOUSTON TX | 1,818 | $74.0M | $2.1M |
| 2 | QSR AUTOMATIONS, INC. QSR AUTOMATIONS, INC. 401(K) PLAN | LOUISVILLE KY | 157 | $9.4M | $268K |
| 3 | MORSE GROUP, PLLC MORSE GROUP, PLLC EMPLOYEE 401K TRUST |
SOUTHFIELD MI |
| 198 |
| $15.1M |
| $58K |
| 4 | ADVANCED COOLING TECHNOLOGIES, INC. ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN | LANCASTER PA | 272 | $16.4M | $33K |
| 5 | PRL, INC. PRL, INC. 401(K) PLAN | CORNWALL PA | 135 | $7.6M | $7K |
| 6 | UMATILLA-MORROW HEAD START, INC. UMATILLA-MORROW HEAD START, INC. 403(B) PLAN | HERMISTON OR | 208 | $6.2M | $5K |
