Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Empower Securefoundation Bal Inst # in their Schedule of Assets, totaling $1.3M 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 | A. MORTON THOMAS AND ASSOCIATES, INC. A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN | ROCKVILLE MD | 509 | $77.8M | $639K |
| 2 | METAL FORMING & COINING, LLC METAL FORMING AND COINING CORPORATION 401(K) PLAN | MAUMEE OH | 132 | $15.4M | $307K |
| 3 | KS ENGINEERS, P.C. |
NEWARK NJ |
| 281 |
| $35.8M |
| $280K |
| 4 | CEC CORPORATION CEC CORPORATION 401(K) PLAN | OKLAHOMA CITY OK | 254 | $17.8M | $57K |
| 5 | ABONMARCHE CONSULTANTS, INC. ABONMARCHE CONSULTANTS, INC. 401(K) PLAN | SOUTH BEND IN | 219 | $16.6M | $28K |
| 6 | HEARTLAND COMMUNITIES, LLC HAVENPARK 401(K) RETIREMENT PLAN | OREM UT | 251 | $5.4M | $10K |