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 Inv Mutual Fund in their Schedule of Assets, totaling $74K 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 | BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE FL | 228 | $11.6M | $68K |
| 2 | MATSUO INDUSTRIES USA, INC. 401(K) PLAN FOR EMPLOYEES OF MATSUO INDUSTRIES USA, INC. | JEFFERSON CITY TN | 130 | $4.6M | $5K |
