Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower S&P 500 Index Fund I in their Schedule of Assets, totaling $5.2M 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 | THE BRONX DEFENDERS THE BRONX DEFENDERS 403(B) PLAN | BRONX NY | 440 | $25.6M | $3.8M |
| 2 | TWIST, INC. TWIST, INC. PROFIT SHARING PLAN AND TRUST | JAMESTOWN OH | 185 | $11.9M | $886K |
| 3 | GRAND RAPIDS CHAIR COMPANY GRAND RAPIDS CHAIR COMPANY 401(K) RETIREMENT SAVINGS PLAN |
BYRON CENTER MI |
| 141 |
| $4.7M |
| $526K |