Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Indexselect Moderate 2055 Fund Collective trust in their Schedule of Assets, totaling $27.1M 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 | INTERNATIONAL SOS ASSISTANCE, INC INTERNATIONAL SOS AND THE INTERNATIONAL SOS GROUP OF COMPANIES 401(K) PLAN | TREVOSE PA | 1,012 | $93.8M | $11.9M |
| 2 | ANESTHESIOLOGISTS ASSOCIATED, PC ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN | BIRMINGHAM AL | 411 | $95.5M | $10.1M |
| 3 |
HOUSTON TX |
| 620 |
| $25.6M |
| $3.3M |
| 4 | MEDAIRE, INC. MEDAIRE 401(K) PLAN | PHOENIX AZ | 196 | $15.9M | $1.5M |
| 5 | METSON MARINE SERVICES, INC. METSON MARINE SERVICES, INC. 401(K) PLAN & TRUST | VENTURA CA | 179 | $7.0M | $360K |