Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Trust Company in their Schedule of Assets, totaling $56.2M 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 | UPRIGHT HOLDINGS, INC. UPRIGHT HOLDINGS RETIREMENT SAVINGS PLAN | MEMPHIS TN | 628 | $27.3M | $25.9M |
| 2 | SOUTHERN ORTHOPEDIC ASSOCIATES, SC SOUTHERN ORTHOPEDIC ASSOCIATES 401(K) PROFIT SHARING PLAN | HERRIN IL | 104 | $22.3M | $22.3M |
| 3 | ACOMA BUSINESS ENTERPRISES |
ACOMA NM |
| 282 |
| $8.4M |
| $8.0M |