Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Empower S&P Small Cap 600 Index Inst in their Schedule of Assets, totaling $1.1M 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 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $847K |
| 2 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $101K |
| 3 | IDAHO YOUTH RANCH, INC. IDAHO YOUTH RANCH 401(K) PLAN |
BOISE ID |
| 500 |
| $5.5M |
| $60K |
| 4 | GOODWILL OF THE GREAT PLAINS 401(K) PLAN OF GOODWILL OF THE GREAT PLAINS | SIOUX CITY IA | 260 | $6.7M | $24K |
| 5 | FRANJO CONSTRUCTION CORPORATION FRANJO CONSTRUCTION RETIREMENT PLAN | HOMESTEAD PA | 144 | $10.4M | $14K |
| 6 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $8K |
