Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Indexselect Moderate 2045 Fund Cl I in their Schedule of Assets, totaling $37.8M 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 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $7.9M |
| 2 | BLUECORE, INC BLUECORE, INC. RETIREMENT TRUST | NEW YORK NY | 219 | $16.3M | $4.0M |
| 3 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL |
| 408 |
| $15.0M |
| $3.1M |
| 4 | DEEPWATCH, INC. DEEPWATCH, INC. 401(K) PLAN | TAMPA FL | 280 | $20.2M | $3.0M |
| 5 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $2.9M |
| 6 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $2.7M |
| 7 | ANDY GUMP, INC. ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN | SANTA CLARITA CA | 237 | $16.5M | $1.9M |
| 8 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | SARASOTA FL | 214 | $31.4M | $1.9M |
| 9 | HENDRY MARINE INDUSTRIES, INC. HENDRY MARINE INDUSTRIES 401(K) PLAN | TAMPA FL | 274 | $12.5M | $1.8M |
| 10 | SUNSHINE FLOWERS CORPORATION FLORAL BENEFITS 401(K) PROFIT SHARING PLAN | MIAMI FL | 231 | $19.5M | $1.6M |
