Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Empower S&P 500 Index Fund Inv. in their Schedule of Assets, totaling $11.4M 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 | BOCH ENTERPRISES EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF BOCH ENTERPRISES | NORWOOD MA | 187 | $42.3M | $4.5M |
| 2 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $1.9M |
| 3 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN |
MILLIS MA |
| 118 |
| $13.9M |
| $1.1M |
| 4 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $806K |
| 5 | SUPERHERO FIRE PROTECTION, LLC SUPERHERO FIRE PROTECTION 401(K) PLAN | LAWRENCEVILLE GA | 701 | $11.7M | $720K |
| 6 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $606K |
| 7 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $513K |
| 8 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $507K |
| 9 | JOB PATH, INC. 403(B) THRIFT PLAN OF JOB PATH, INC. | NEW YORK NY | 206 | $5.1M | $342K |
| 10 | L.P.M. HOLDING COMPANY, INC. L.P.M. HOLDING COMPANY, INC. 401(K) SAVINGS PLAN | BOLTON MA | 222 | $6.0M | $189K |
