Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Empower Trust Company Fidelity 500 Index Fund in their Schedule of Assets, totaling $30.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVONIK CORPORATION EVONIK CORP MASTER TRUST | PISCATAWAY NJ | — | $221.2M | $13.2M |
| 2 | EVONIK CORPORATION EVONIK CORPORATION RETIREMENT PLAN | PISCATAWAY NJ | 459 | $250.1M | $13.2M |
| 3 | POINT UNIVERSITY POINT UNIVERSITY RETIREMENT SAVINGS PLAN |
WEST POINT GA |
| 488 |
| $7.0M |
| $3.4M |
| 4 | FORGE BIOLOGICS, INC. FORGE BIOLOGICS 401(K) AND PROFIT SHARING PLAN | GROVE CITY OH | 325 | $17.3M | $1.0M |
