Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower S&P Smcap 600 Index Fund Inv Mutual Funds in their Schedule of Assets, totaling $1.0M 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 | REPLIMUNE INC REPLIMUNE INC 401(K) PLAN | WOBURN MA | 322 | $23.6M | $436K |
| 2 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $390K |
| 3 | WESTERN SHAMROCK CORPORATION WESTERN SHAMROCK CORPORATION 401(K) PLAN |
SAN ANGELO TX |
| 0 |
| $0 |
| $115K |
| 4 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $64K |
| 5 | LIFTFUND, INC. LIFTFUND, INC. 401(K) PROFIT SHARING PLAN | SAN ANTONO TX | 84 | $5.7M | $39K |
