Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower S&P Mid Cap 400 Index Inst Mutual fund N/A in their Schedule of Assets, totaling $1.7M 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 | BLACKBEARD OPERATING, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 253 | $29.4M | $899K |
| 2 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $559K |
| 3 | BLACKBEARD MANAGEMENT, LLC |
FORT WORTH TX |
| 280 |
| $19.6M |
| $283K |
