Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower S&P Smcap 600 Index Fund Inv Mutual Fund in their Schedule of Assets, totaling $719K 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 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 138 | $11.0M | $263K |
| 2 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $216K |
| 3 | CASTLE RESORTS & HOTELS, INC. |
HONOLULU HI |
| 474 |
| $8.1M |
| $105K |
| 4 | SENIOR SERVICES OF AMERICA, LLC SENIOR SERVICES OF AMERICA, LLC 401(K) PLAN | GIG HARBOR WA | 560 | $2.0M | $80K |
| 5 | SOUTHSIDE COMMUNITIES FIRE PROTECTION, INC. SOUTHSIDE FIRE/EMS RETIREMENT PLAN | SAVANNAH GA | 181 | $12.2M | $45K |
| 6 | WORKFORCE ESSENTIALS, INC. WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN | CLARKSVILLE TN | 157 | $4.6M | $5K |
| 7 | BOSTON PIE, INC. BOSTON PIE, INC. 401(K) PLAN | DANVERS MA | 238 | $2.0M | $4K |
