Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Empower S&P Midcap 400 Index Fund Inv. in their Schedule of Assets, totaling $2.3M 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 | BOARD OF TRUSTEES METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN | RUTHERFORD NJ | 1,326 | $278.2M | $514K |
| 2 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $429K |
| 3 | JOB PATH, INC. 403(B) THRIFT PLAN OF JOB PATH, INC. |
NEW YORK NY |
| 206 |
| $5.1M |
| $370K |
| 4 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $325K |
| 5 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $202K |
| 6 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $126K |
| 7 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $107K |
| 8 | PALMETTO GOODWILL PALMETTO GOODWILL 401(K) PLAN | NORTH CHARLESTON SC | 1,153 | $10.2M | $101K |
| 9 | SENKO ADVANCED COMPONENTS, INC. SENKO ADVANCED COMPONENTS 401(K) PLAN | HUDSON MA | 123 | $14.0M | $59K |
| 10 | L.P.M. HOLDING COMPANY, INC. L.P.M. HOLDING COMPANY, INC. 401(K) SAVINGS PLAN | BOLTON MA | 222 | $6.0M | $34K |
