Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Indexselect Moderate 2045 Fund Cl R6 in their Schedule of Assets, totaling $50.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $10.4M |
| 2 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $8.1M |
| 3 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN |
HILLSIDE NJ |
| 278 |
| $87.8M |
| $7.0M |
| 4 | WORLDCOM EXCHANGE, INC. WORLDCOM EXCHANGE, INC. 401(K) PLAN | SALEM NH | 209 | $34.1M | $5.6M |
| 5 | G. S. PRECISION, INC. G. S. PRECISION, INC. 401(K) EMPLOYEE SAVINGS PLAN & TRUST | BRATTLEBORO VT | 587 | $35.3M | $5.1M |
| 6 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $4.7M |
| 7 | I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL MN | 283 | $36.9M | $4.3M |
| 8 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $3.5M |
| 9 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $1.2M |
| 10 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $908K |
