Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Indexselect Conservative Ret Fund CL R6 in their Schedule of Assets, totaling $769K 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 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $582K |
| 2 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $163K |
| 3 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN |
MIAMI FL |
| 421 |
| $20.0M |
| $10K |
| 4 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $7K |
| 5 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $6K |
