Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Indexselect Aggressive 2035 Fund Cl I in their Schedule of Assets, totaling $1.2M 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 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $514K |
| 2 | MAIL SERVICES, LLC MAIL SERVICES, LLC 401(K) RETIREMENT PLAN | URBANDALE IA | 213 | $8.2M | $426K |
| 3 | SANGOMA US INC. SANGOMA US INC. 401K PLAN |
SARASOTA FL |
| 399 |
| $40.0M |
| $84K |
| 4 | DEEPWATCH, INC. DEEPWATCH, INC. 401(K) PLAN | TAMPA FL | 280 | $20.2M | $71K |
| 5 | TASCO AUTOCOLOR CORPORATION TASCO AUTOCOLOR CORPORATION 401(K) PLAN | HOUSTON TX | 252 | $7.5M | $37K |
| 6 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $25K |
| 7 | HEARTLAND COMMUNITIES, LLC HAVENPARK 401(K) RETIREMENT PLAN | OREM UT | 251 | $5.4M | $25K |
| 8 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $18K |
| 9 | AA TRANSPORTATION, INC. AA TRANSPORTATION, INC. 401(K) PLAN | SHREWSBURY MA | 638 | $6.3M | $16K |
| 10 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN | VINELAND NJ | 207 | $21.9M | $16K |
