Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding IndexSelect Aggressive 2035 Fund Class I in their Schedule of Assets, totaling $1.8M 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 | HULST-JEPSEN PHYSICAL THERAPY HULST-JEPSEN PHYSICAL THERAPY 401(K) PLAN | GRAND RAPIDS MI | 143 | $10.0M | $1.6M |
| 2 | WESTERWOOD GLOBAL USA CORPORATION WGNSTAR 401(K) PLAN | BALLSTON SPA NY | 687 | $3.4M | $123K |
| 3 | NAUTILUS SUBSIDIARY INC. NAUTILUS BIOTECHNOLOGY 401(K) PLAN |
SEATTLE WA |
| 155 |
| $10.4M |
| $20K |
