Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Indexselect Aggressive 2055 Fund Cl I Pooled Separate Account in their Schedule of Assets, totaling $305K 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 | C.C. CREATIONS, LTD. C.C. CREATIONS, LTD. RETIREMENT SAVINGS PLAN | BRYAN TX | 326 | $6.3M | $127K |
| 2 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $91K |
| 3 | WESTERN HOME SERVICES WESTERN HOME EMPLOYEES RETIREMENT PLAN |
CEDAR FALLS IA |
| 840 |
| $16.6M |
| $66K |
| 4 | REGIONAL INDUSTRIES, LLC REGIONAL INDUSTRIES 401(K) PLAN | ELIZABETH NJ | 258 | $6.6M | $18K |
| 5 | WHOLESALE MOTORS, INC. WHOLESALE MOTORS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 207 | $13.8M | $3K |