Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding IndexSelect Aggressive 2045 Fund CL R6 in their Schedule of Assets, totaling $7.0M 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 | $3.6M |
| 2 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $1.9M |
| 3 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN |
CLEARWATER FL |
| 196 |
| $31.9M |
| $838K |
| 4 | G. S. PRECISION, INC. G. S. PRECISION, INC. 401(K) EMPLOYEE SAVINGS PLAN & TRUST | BRATTLEBORO VT | 587 | $35.3M | $575K |
| 5 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $25K |
