Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Indexselect Moderate 2055 Fund Cl R6 in their Schedule of Assets, totaling $32.6M 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 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $6.5M |
| 2 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $4.9M |
| 3 | G. S. PRECISION, INC. G. S. PRECISION, INC. 401(K) EMPLOYEE SAVINGS PLAN & TRUST |
BRATTLEBORO VT |
| 587 |
| $35.3M |
| $4.9M |
| 4 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $4.4M |
| 5 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $3.4M |
| 6 | WORLDCOM EXCHANGE, INC. WORLDCOM EXCHANGE, INC. 401(K) PLAN | SALEM NH | 209 | $34.1M | $3.2M |
| 7 | I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL MN | 283 | $36.9M | $2.3M |
| 8 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $2.0M |
| 9 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $943K |
| 10 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $192K |
