Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Indexselect Conservative Ret Fund Cl I in their Schedule of Assets, totaling $3.7M 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 | $2.5M |
| 2 | RBC, INCORPORATED RBC EMPLOYEE RETIREMENT PLAN | ALEXANDRIA VA | 0 | $24.3M | $292K |
| 3 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN |
VINELAND NJ |
| 207 |
| $21.9M |
| $227K |
| 4 | HENDRY MARINE INDUSTRIES, INC. HENDRY MARINE INDUSTRIES 401(K) PLAN | TAMPA FL | 274 | $12.5M | $211K |
| 5 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $179K |
| 6 | CLS HEALTH PLLC CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | WEBSTER TX | 246 | $10.0M | $83K |
| 7 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $66K |
| 8 | JL MARINE SYSTEMS, INC. JL MARINE SYSTEMS, INC. 401(K) PLAN | TAMPA FL | 140 | $7.5M | $57K |
| 9 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $45K |
| 10 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $4K |
