Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Indexselect Aggressive 2055 Fund Cl I in their Schedule of Assets, totaling $2.7M 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 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN | VINELAND NJ | 207 | $21.9M | $900K |
| 2 | DEEPWATCH, INC. DEEPWATCH, INC. 401(K) PLAN | TAMPA FL | 280 | $20.2M | $503K |
| 3 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN |
GUILFORD CT |
| 1,358 |
| $14.8M |
| $356K |
| 4 | BLUECORE, INC BLUECORE, INC. RETIREMENT TRUST | NEW YORK NY | 219 | $16.3M | $211K |
| 5 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL | 408 | $15.0M | $142K |
| 6 | XYNGULAR CORPORATION XYNGULAR/PURE HAVEN 401(K) PLAN | LEHI UT | 81 | $7.6M | $127K |
| 7 | ANDY GUMP, INC. ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN | SANTA CLARITA CA | 237 | $16.5M | $103K |
| 8 | MERLIN LAW GROUP, PLLC MERLIN LAW GROUP, PLLC 401(K) PLAN | TAMPA FL | 105 | $8.6M | $92K |
| 9 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $92K |
| 10 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $65K |
