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 in their Schedule of Assets, totaling $5.5M 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 | DAVID E. HARVEY BUILDERS, INC. DAVID E. HARVEY BUILDERS, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 644 | $91.4M | $3.8M |
| 2 | UNITED RADIO, INC. UNITED RADIO, INC. 401(K) RETIREMENT PLAN | E. SYRACUSE NY | 577 | $36.8M | $1.7M |
| 3 | HALO NETWORK HALO NETWORK 403(B) ERISA PLAN |
AMITYVILLE NY |
| 156 |
| $1.3M |
| $73K |