Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Indexselect Moderate 2045 Fund Cl I Common/collective trust in their Schedule of Assets, totaling $12.9M 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 | PEACHTREE HOSPITALITY MANAGEMENT, LLC PEACHTREE HOTEL GROUP 401(K) PLAN | ATLANTA GA | 1,568 | $18.9M | $5.0M |
| 2 | PEOPLEASE LLC PEOPLEASE LLC PLC SERVICES, LLC 401(K) PLAN | CHARLESTON SC | 5,608 | $22.9M | $3.2M |
| 3 | I.M.G. ENTERPRISE INC CHERRYLAKE'S 401(K) PLAN |
GROVELAND FL |
| 441 |
| $7.1M |
| $1.9M |
| 4 | PLEASANT VALLEY CORPORATION PLEASANT VALLEY CORPORATION 401(K) PLAN | MEDINA OH | 210 | $8.6M | $1.6M |
| 5 | TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. 401(K) PLAN | OPELIKA AL | 324 | $4.8M | $960K |
| 6 | BOARDWALK AUTO CENTER, INC. BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN | REDWOOD CITY CA | 69 | $8.9M | $235K |
| 7 | BEST PLUMBING SPECIALTIES, INC BEST PLUMBING SPECIALTIES PROFIT SHARING PLAN | MYERSVILLE MD | 100 | $16.8M | $14K |
