Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Multi-Sector Bond Inst Mutual funds in their Schedule of Assets, totaling $4.2M 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 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $2.2M |
| 2 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $1.1M |
| 3 | A-CAP, LLC A-CAP, LLC 401(K) PLAN |
PLEASANTVILLE NY |
| 101 |
| $10.1M |
| $468K |
| 4 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $380K |
| 5 | KPM ANALYTICS INC. KPM ANALYTICS, INC. 401(K) PLAN | WESTBOROUGH MA | 119 | $7.8M | $71K |
