Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower International Value Instl Mutual Funds in their Schedule of Assets, totaling $738K 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 | OAKLAND FINANCIAL SERVICES, INC. OAKLAND FINANCIAL SERVICES, INC. 401(K) PLAN | OAKLAND IA | 124 | $7.3M | $276K |
| 2 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $210K |
| 3 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN |
SAN ANTONIO TX |
| 91 |
| $6.6M |
| $149K |
| 4 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $72K |
| 5 | MCKENNA LABS, INC. MCKENNA LABS, INC. 401(K) PROFIT SHARING PLAN | FULLERTON CA | 224 | $6.6M | $32K |
