Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Indexselect Conservative Ret Fund CL I Pooled separate account in their Schedule of Assets, totaling $33K 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 | $24K |
| 2 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN | SARASOTA FL | 187 | $5.7M | $9K |
