Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Securefoundation Balanced Inv Mutual Funds in their Schedule of Assets, totaling $318K 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 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $313K |
| 2 | ENERCON TECHNOLOGIES ENERCON TECHNOLOGIES 401(K) PLAN | GRAY ME | 234 | $15.6M | $5K |