Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding IndexSelect Aggressive 2045 Fund CL I Pooled separate account in their Schedule of Assets, totaling $67K 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 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $30K |
| 2 | REGIONAL INDUSTRIES, LLC REGIONAL INDUSTRIES 401(K) PLAN | ELIZABETH NJ | 258 | $6.6M | $23K |
| 3 | WESTERN HOME SERVICES WESTERN HOME EMPLOYEES RETIREMENT PLAN |
CEDAR FALLS IA |
| 840 |
| $16.6M |
| $13K |
