Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Secure Foundation Balanced in their Schedule of Assets, totaling $3.4M 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 | PASCO SCIENTIFIC PASCO SCIENTIFIC EMPLOYEE 401(K) SAVINGS PLAN | ROSEVILLE CA | 103 | $37.6M | $1.7M |
| 2 | GALLOWAY & COMPANY, LLC GALLOWAY & COMPANY, LLC 401(K) PLAN | GREENWOOD VILLAGE CO | 312 | $34.4M | $1.0M |
| 3 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN |
ROCKY HILL CT |
| 251 |
| $52.1M |
| $669K |
