Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower S&P Small Cap 600 Index Inst Mutual Funds in their Schedule of Assets, totaling $2.6M 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 | BRONCO WINE COMPANY BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN | CERES CA | 636 | $109.5M | $1.9M |
| 2 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $693K |
| 3 | BOB JOHNSON CHEVROLET BOB JOHNSON GROUP RETIREMENT SAVINGS PLAN |
ROCHESTER NY |
| 1,211 |
| $50.9M |
| $92K |