Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower S&P 500 Index Fund Inv Mutual Funds ^ in their Schedule of Assets, totaling $8.1M 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 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN | BANNOCKBURN IL | 249 | $22.9M | $4.4M |
| 2 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $1.8M |
| 3 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. |
BOSTON MA |
| 210 |
| $11.7M |
| $1.2M |
| 4 | LIFTFUND, INC. LIFTFUND, INC. 401(K) PROFIT SHARING PLAN | SAN ANTONO TX | 84 | $5.7M | $356K |
| 5 | WESTERN SHAMROCK CORPORATION WESTERN SHAMROCK CORPORATION 401(K) PLAN | SAN ANGELO TX | 0 | $0 | $285K |
