Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EMPOWER LIFETIME 2040 FUND INST Registered Investment Companies in their Schedule of Assets, totaling $366K 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 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $366K |
