Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower S&P Midcap 400 Index Fund Inv Mutual Fund in their Schedule of Assets, totaling $898K 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 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 138 | $11.0M | $507K |
| 2 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $132K |
| 3 | CASTLE RESORTS & HOTELS, INC. |
HONOLULU HI |
| 474 |
| $8.1M |
| $126K |
| 4 | BOSTON PIE, INC. BOSTON PIE, INC. 401(K) PLAN | DANVERS MA | 238 | $2.0M | $120K |
| 5 | WORKFORCE ESSENTIALS, INC. WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN | CLARKSVILLE TN | 157 | $4.6M | $13K |
