Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower SDB Roth " in their Schedule of Assets, totaling $2.4M 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 | DTE ENERGY COMPANY THE DTE ENERGY COMPANY MASTER PLAN TRUST | DETROIT MI | — | $3.6B | $2.1M |
| 2 | ALLEN EDWIN RESIDENTIAL BUILDER, LLC ALLEN EDWIN RESIDENTIAL BUILDERS 401(K) RETIREMENT PLAN | PORTAGE MI | 153 | $17.7M | $115K |
| 3 | RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. |
TALLAHASSEE FL |
| 192 |
| $42.4M |
| $92K |
| 4 | HIGH STREET INSURANCE PARTNERS, INC. HIGH STREET INSURANCE PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 2,168 | $147.5M | $84K |
| 5 | ALLEN EDWIN HOME BUILDERS, LLC ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN | PORTAGE MI | 132 | $11.7M | $64K |