Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Lifetime 2040 Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BIAGI BROS., INC. BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 632 | $33.5M | $488K |
| 2 | CENTRAL ASSOCIATION FOR THE BLIND, INC. 403(B) THRIFT PLAN OF CENTRAL ASSOCIATION FOR THE BLIND,INC. | UTICA NY | 282 | $9.2M | $470K |
| 3 | BEYOND HOUSING, INC. 403(B) THRIFT PLAN OF BEYOND HOUSING, INC. |
PINE LAWN MO |
| 103 |
| $3.2M |
| $434K |
