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 Mutual fund in their Schedule of Assets, totaling $3.7M 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 | DONELAN'S SUPERMARKETS, INC. DONELAN'S SAVINGS & INVESTMENT PLAN | LITTLETON MA | 181 | $8.2M | $1.9M |
| 2 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $1.7M |
| 3 | DEARTH MANAGEMENT, INC. |
POWELL OH |
| 30 |
| $2.1M |
| $66K |
