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 Collective Trust Fund in their Schedule of Assets, totaling $7.7M 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 | DEKRA NORTH AMERICA, INC. DEKRA AMERICA, INC. 401(K) PLAN | ATLANTA GA | 559 | $49.0M | $7.0M |
| 2 | SIERRA CANYON HIGH SCHOOL FOUNDATION SIERRA CANYON FOUNDATION 401(K) PLAN | CHATSWORTH CA | 192 | $23.6M | $545K |
| 3 | WINDOW NATION LLC THE WINDOW NATION 401(K) AND PROFIT SHARING PLAN |
FULTON MD |
| 748 |
| $15.5M |
| $102K |