Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Indexselect Moderate 2035 Fund Pooled Separate Account in their Schedule of Assets, totaling $6.0M 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 | PHARMACY DATA MANAGEMENT, INC. PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | POLAND OH | 150 | $15.4M | $3.2M |
| 2 | AFINITI INC. AFINITI 401(K) PLAN | WASHINGTON DC | 213 | $19.5M | $1.4M |
| 3 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN |
CAMARILLO CA |
| 261 |
| $6.0M |
| $1.2M |
| 4 | EXCEPTIONAL HEALTHCARE, INC. EXCEPTIONAL HEALTH CARE 401(K) PLAN | DALLAS TX | 171 | $2.6M | $297K |
