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 R6 " in their Schedule of Assets, totaling $432K 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 | WORLDCOM EXCHANGE, INC. WORLDCOM EXCHANGE, INC. 401(K) PLAN | SALEM NH | 209 | $34.1M | $222K |
| 2 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $177K |
| 3 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN |
COLCHESTER VT |
| — |
| $0 |
| $21K |
| 4 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $11K |
