Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding IndexSelect Aggressive 2035 Fund CL R6 in their Schedule of Assets, totaling $8.6M 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 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $4.3M |
| 2 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $3.3M |
| 3 | G. S. PRECISION, INC. G. S. PRECISION, INC. 401(K) EMPLOYEE SAVINGS PLAN & TRUST |
BRATTLEBORO VT |
| 587 |
| $35.3M |
| $642K |
| 4 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $245K |
| 5 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $37K |
