Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Indexselect Moderate 2055 Fund Class I " in their Schedule of Assets, totaling $1.0M 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 | WESTERWOOD GLOBAL USA CORPORATION WGNSTAR 401(K) PLAN | BALLSTON SPA NY | 687 | $3.4M | $442K |
| 2 | NAUTILUS SUBSIDIARY INC. NAUTILUS BIOTECHNOLOGY 401(K) PLAN | SEATTLE WA | 155 | $10.4M | $373K |
| 3 | DEERFIELD AGENCY LLC DEERFIELD AGENCY LLC 401(K) PLAN |
CONSHOHOCKEN PA |
| 135 |
| $10.2M |
| $179K |
| 4 | HULST-JEPSEN PHYSICAL THERAPY HULST-JEPSEN PHYSICAL THERAPY 401(K) PLAN | GRAND RAPIDS MI | 143 | $10.0M | $24K |
