Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Indexselect Conservative 2055 Fund Cl I Pooled Separate Account in their Schedule of Assets, totaling $11K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $5K |
| 2 | C.C. CREATIONS, LTD. C.C. CREATIONS, LTD. RETIREMENT SAVINGS PLAN | BRYAN TX | 326 | $6.3M | $2K |
| 3 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN |
SARASOTA FL |
| 187 |
| $5.7M |
| $2K |
| 4 | WESTERN HOME SERVICES WESTERN HOME EMPLOYEES RETIREMENT PLAN | CEDAR FALLS IA | 840 | $16.6M | $1K |
