Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Indexselect Conservative 2035 Fund Cl I in their Schedule of Assets, totaling $6.4M 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 | $2.1M |
| 2 | HENDRY MARINE INDUSTRIES, INC. HENDRY MARINE INDUSTRIES 401(K) PLAN | TAMPA FL | 274 | $12.5M | $1.3M |
| 3 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 170 |
| $25.2M |
| $874K |
| 4 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $749K |
| 5 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $688K |
| 6 | MERLIN LAW GROUP, PLLC MERLIN LAW GROUP, PLLC 401(K) PLAN | TAMPA FL | 105 | $8.6M | $386K |
| 7 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $219K |
| 8 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $85K |
| 9 | AA TRANSPORTATION, INC. AA TRANSPORTATION, INC. 401(K) PLAN | SHREWSBURY MA | 638 | $6.3M | $16K |
| 10 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL | 408 | $15.0M | $10K |
