Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Mod Aggr Profile Fund Inv Mutual Fund in their Schedule of Assets, totaling $412K 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 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $265K |
| 2 | SENIOR SERVICES OF AMERICA, LLC SENIOR SERVICES OF AMERICA, LLC 401(K) PLAN | GIG HARBOR WA | 560 | $2.0M | $145K |
| 3 | SMITH-EMERY INTERNATIONAL, INC. |
LOS ANGELES CA |
| 159 |
| $13.5M |
| $2K |