Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Index Select Moderate Retire Fund CL I Pooled separate account in their Schedule of Assets, totaling $1.3M 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 | STEVENS COMPANIES 401(K) PLAN & TRU STEVENS COMPANIES 401(K) PLAN & TRUST | DALLAS TX | 1,808 | $23.3M | $1.1M |
| 2 | BAUCOM'S NURSERY COMPANY BAUCOM'S NURSERY COMPANY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 121 | $4.7M | $133K |
