Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Secure Foundation Bal Inst in their Schedule of Assets, totaling $195K 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 | SYNTERRA SYNTERRA 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 89 | $10.9M | $99K |
| 2 | ERDMAN, ANTHONY HOLDING COMPANY, INC. ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN | ROCHESTER NY | 252 | $64.3M | $95K |
| 3 | CWPM, LLC CWPM, LLC 401(K) PROFIT SHARING PLAN |
PLAINVILLE CT |
| 342 |
| $22.3M |
| $2K |