Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower S&P Mid Cap 400 Index Inst Mutual Fund {+} in their Schedule of Assets, totaling $3.8M 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 | DAVID E. HARVEY BUILDERS, INC. DAVID E. HARVEY BUILDERS, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 644 | $91.4M | $3.8M |
| 2 | HALO NETWORK HALO NETWORK 403(B) ERISA PLAN | AMITYVILLE NY | 156 | $1.3M | $73K |
