Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Empower S&P 500 Index Fund Inv Mutual fund in their Schedule of Assets, totaling $6.3M 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 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $1.5M |
| 2 | FAMILY & CHILDREN'S AGENCY, INC. FAMILY & CHILDREN'S AGENCY, INC. 401(K) PLAN | NORWALK CT | 171 | $9.2M | $1.4M |
| 3 | SCIENTIFIC SPECIALTIES, INC. |
LODI CA |
| 138 |
| $11.0M |
| $1.3M |
| 4 | CASTLE RESORTS & HOTELS, INC. CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN | HONOLULU HI | 474 | $8.1M | $539K |
| 5 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $531K |
| 6 | BOSTON PIE, INC. BOSTON PIE, INC. 401(K) PLAN | DANVERS MA | 238 | $2.0M | $468K |
| 7 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $429K |
| 8 | EDEN ROC MANAGEMENT LLC EDEN ROC MANAGEMENT LLC 401(K) PLAN | MIAMI BEACH FL | 61 | $1.3M | $64K |
