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 Mutual fund in their Schedule of Assets, totaling $758K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MAUI MEDICAL GROUP, INC. MAUI MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | WAILUKU HI | 267 | $58.1M | $555K |
| 2 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $104K |
| 3 | DONOHUE & ASSOCIATES INC |
SHEBOYGAN WI |
| 138 |
| $39.2M |
| $38K |
| 4 | A.W.A.R.E. INC. A.W.A.R.E., INC. RETIREMENT PLAN AND TRUST | ANACONDA MT | 188 | $8.6M | $35K |
| 5 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $21K |
| 6 | BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. | GARDEN GROVE CA | 53 | $3.1M | $4K |
