Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Trust Company Core Plus Bond/Pgim Fund in their Schedule of Assets, totaling $10.9M 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 | BURR & FORMAN LLP BURR & FORMAN LLP PROFIT SHARING PLAN | BIRMINGHAM AL | 604 | $399.4M | $10.7M |
| 2 | THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN | SOMERSET NJ | 176 | $3.7M | $154K |
| 3 | BURR & FORMAN LLP BURR & FORMAN LLP EMPLOYEES' 401(K) PLAN |
BIRMINGHAM AL |
| 97 |
| $5.7M |
| $34K |