Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower S&P Small Cap 600 Index Inst Mutual fund in their Schedule of Assets, totaling $2.2M 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 | MEDICAL SERVICES OF AMERICA, INC. MEDICAL SERVICES OF AMERICA, INC. 401(K) RETIREMENT PLAN | LEXINGTON SC | 1,349 | $47.3M | $1.0M |
| 2 | DAVID E. HARVEY BUILDERS, INC. DAVID E. HARVEY BUILDERS, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 644 | $91.4M | $673K |
| 3 | MOTIVE TECHNOLOGIES INC. |
SAN FRANCISCO CA |
| 927 |
| $62.2M |
| $429K |
| 4 | DECEUNINCK NORTH AMERICA, INC. DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN | MONROE OH | 490 | $54.4M | $69K |
| 5 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN | MYERSTOWN PA | 345 | $25.0M | $33K |
