Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Indexselect Moderate 2035 Fund Cl I Common/collective trust in their Schedule of Assets, totaling $9.5M 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 | PEOPLEASE LLC PEOPLEASE LLC PLC SERVICES, LLC 401(K) PLAN | CHARLESTON SC | 5,608 | $22.9M | $4.6M |
| 2 | TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. 401(K) PLAN | OPELIKA AL | 324 | $4.8M | $1.6M |
| 3 | PLEASANT VALLEY CORPORATION |
MEDINA OH |
| 210 |
| $8.6M |
| $1.5M |
| 4 | I.M.G. ENTERPRISE INC CHERRYLAKE'S 401(K) PLAN | GROVELAND FL | 441 | $7.1M | $1.5M |
| 5 | BOARDWALK AUTO CENTER, INC. BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN | REDWOOD CITY CA | 69 | $8.9M | $111K |
| 6 | UNIPRES ALABAMA, INC. UNIPRES ALABAMA 401(K) PLAN | STEELE AL | 207 | $4.7M | $97K |
| 7 | BEST PLUMBING SPECIALTIES, INC BEST PLUMBING SPECIALTIES PROFIT SHARING PLAN | MYERSVILLE MD | 100 | $16.8M | $61K |
| 8 | BRAUN'S EXPRESS, INC. BRAUN'S EXPRESS, INC. 401(K) PLAN | HOPEDALE MA | 198 | $3.6M | $53K |
