Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Empower S&P Midcap 400 Index Fund Inv Mutual Funds in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $570K |
| 2 | REPLIMUNE INC REPLIMUNE INC 401(K) PLAN | WOBURN MA | 322 | $23.6M | $459K |
| 3 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN |
BANNOCKBURN IL |
| 249 |
| $22.9M |
| $293K |
| 4 | WESTERN SHAMROCK CORPORATION WESTERN SHAMROCK CORPORATION 401(K) PLAN | SAN ANGELO TX | 0 | $0 | $128K |
| 5 | LIFTFUND, INC. LIFTFUND, INC. 401(K) PROFIT SHARING PLAN | SAN ANTONO TX | 84 | $5.7M | $81K |
| 6 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $46K |
