Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Indexselect Conservative 2045 Fund Pooled Separate Account in their Schedule of Assets, totaling $28K 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 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $13K |
| 2 | EXCEPTIONAL HEALTHCARE, INC. EXCEPTIONAL HEALTH CARE 401(K) PLAN | DALLAS TX | 171 | $2.6M | $10K |
| 3 | PHARMACY DATA MANAGEMENT, INC. PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN |
POLAND OH |
| 150 |
| $15.4M |
| $5K |
