Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Indexselect Aggressive 2055 Fund Pooled Separate Account in their Schedule of Assets, totaling $411K 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 | PHARMACY DATA MANAGEMENT, INC. PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | POLAND OH | 150 | $15.4M | $244K |
| 2 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $100K |
| 3 | EXCEPTIONAL HEALTHCARE, INC. EXCEPTIONAL HEALTH CARE 401(K) PLAN |
DALLAS TX |
| 171 |
| $2.6M |
| $67K |
