Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Midcap Value Fee Class R1 in their Schedule of Assets, totaling $4.5M 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 | UNITED REFRIGERATION INC. UNITED REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN | PHILADELPHIA PA | 1,669 | $210.2M | $4.5M |
