Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower S&P 500 Index Fund* in their Schedule of Assets, totaling $15.6M 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 | CHS EMPLOYEE GROUP, LLC CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN | BRENTWOOD TN | 1,801 | $100.4M | $9.9M |
| 2 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $2.7M |
| 3 | VIWINCO, INC. VIWINCO, INC. 401(K) PLAN |
MORGANTOWN PA |
| 367 |
| $8.2M |
| $1.3M |
| 4 | A&T SYSTEMS, INC. A&T SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 52 | $6.0M | $850K |
| 5 | CALVERTHEALTH MEDICAL CENTER, INC. CALVERTHEALTH 403 (B) PLAN | PRINCE FREDERICK MD | 1,464 | $114.8M | $421K |
| 6 | CALEDONIA HAULERS, INC. CALEDONIA HAULERS, INC. PROFIT SHARING PLAN | CALEDONIA MN | 342 | $12.3M | $374K |
| 7 | LEARNING GROVE, INC. 403(B) THRIFT PLAN OF LEARNING GROVE, INC | COVINGTON KY | 294 | $10.4M | $43K |