Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Indexselect Moderate 2055 Fund Cl I Collective trust fund a in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST | SCOTTSDALE AZ | 248 | $6.3M | $1.2M |
| 2 | IDM APARTMENTS, LLC IDM APARTMENTS LLC 401(K) PROFIT SHARING PLAN TRUST | VANCOUVER WA | 194 | $3.8M | $1.0M |
