Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Securefoundation Bal Inst Mutual Funds in their Schedule of Assets, totaling $1.9M 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 | THE EVERGLADES CLUB, INC. THE EVERGLADES CLUB, INC. 401(K) PLAN | PALM BEACH FL | 205 | $11.2M | $1.0M |
| 2 | SMISLOVA, KEHNEMUI & ASSOCIATES, P.A. SMISLOVA, KEHNEMUI & ASSOCIATES, P.A. PROFIT SHARING TRUST | POTOMAC MD | 80 | $25.8M | $632K |
| 3 | SIMKINS-HALLIN, INC. |
BOZEMAN MT |
| 85 |
| $10.9M |
| $292K |
