Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Empower S&P Mid Cap 400 Index Inst 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $1.3M |
| 2 | CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES, INC. CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES, INC. TSA | NORTHAMPTON MA | 158 | $4.4M | $174K |
| 3 | PEOPLE'S TRUST INSURANCE CO. |
DEERFIELD BEACH FL |
| 312 |
| $19.9M |
| $102K |
| 4 | IDAHO YOUTH RANCH, INC. IDAHO YOUTH RANCH 401(K) PLAN | BOISE ID | 500 | $5.5M | $42K |