Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Indexselect Conservative 2055 Fund Cl I in their Schedule of Assets, totaling $4.0M 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 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $1.3M |
| 2 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $1.1M |
| 3 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 170 |
| $25.2M |
| $763K |
| 4 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL | 408 | $15.0M | $246K |
| 5 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $217K |
| 6 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $166K |
| 7 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $85K |
| 8 | ANDY GUMP, INC. ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN | SANTA CLARITA CA | 237 | $16.5M | $60K |
| 9 | JL MARINE SYSTEMS, INC. JL MARINE SYSTEMS, INC. 401(K) PLAN | TAMPA FL | 140 | $7.5M | $34K |
| 10 | DEEPWATCH, INC. DEEPWATCH, INC. 401(K) PLAN | TAMPA FL | 280 | $20.2M | $9K |
