Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Trust Drive Balanced Fund in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DELLA BUICK GMC CADILLAC, INC. DELLA AUTO GROUP 401(K) PLAN | QUEENSBURY NY | 276 | $9.0M | $4.2M |
| 2 | UEBELHOR AND SONS CHEVROLET UEBELHOR AND SONS CHEVROLET 401(K) PLAN | JASPER IN | 127 | $11.4M | $4.2M |
| 3 | COUGAR WJBG LLC DBA WYATT JOHNSON BUICK-GMC WYATT JOHNSON 401(K) PLAN |
CLARKSVILLE TN |
| 31 |
| $5.0M |
| $97K |
