Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower Fixed Account-Series Class II in their Schedule of Assets, totaling $5.9M 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 | KANAWHA HOSPICE CARE, INC. 403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. | CHARLESTON WV | 243 | $19.4M | $2.2M |
| 2 | LOUREIRO ENGINEERING ASSOCIATES, INC. LOUREIRO ENGINEERING ASSOCIATES, INC 401(K) PLAN | PLAINVILLE CT | 163 | $25.3M | $1.2M |
| 3 | VERLAND VERLAND AND AFFILIATES 403(B) RETIREMENT PLAN |
SEWICKLEY PA |
| 657 |
| $18.0M |
| $1.1M |
| 4 | BLUE TRUST INC. BLUE TRUST INC. RETIREMENT PLAN | ALPHARETTA GA | 465 | $36.3M | $1.0M |
| 5 | FARMERS & MERCHANTS BANK, INC. THE FARMERS & MERCHANTS BANK 401(K) PROFIT SHARING PLAN | HAMPSTEAD MD | 90 | $11.1M | $159K |
| 6 | EVERVET OPERATIONS, LLC EVERVET 401(K) RETIREMENT PLAN | WEST CONSHOHOCKEN PA | 660 | $13.2M | $151K |
| 7 | GOODWAY GROUP, INC. GOODWAY GROUP, INC., 401(K) SVGS AND INVESTMENT PLAN | NEW YORK NY | 380 | $51.5M | $65K |
