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 Pooled Separate Account in their Schedule of Assets, totaling $5.5M 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 | AFINITI INC. AFINITI 401(K) PLAN | WASHINGTON DC | 213 | $19.5M | $2.7M |
| 2 | PHARMACY DATA MANAGEMENT, INC. PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | POLAND OH | 150 | $15.4M | $1.5M |
| 3 | EXCEPTIONAL HEALTHCARE, INC. EXCEPTIONAL HEALTH CARE 401(K) PLAN |
DALLAS TX |
| 171 |
| $2.6M |
| $755K |
| 4 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $557K |
