Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Indexselect Moderate 2055 in their Schedule of Assets, totaling $4.9M 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 | OPTICSPLANET, INC. OPTICSPLANET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK IL | 354 | $10.9M | $2.1M |
| 2 | AMERICAN INTEGRITY INSURANCE GROUP, LLC AMERICAN INTEGRITY 401(K) PLAN | TAMPA FL | 284 | $20.2M | $1.8M |
| 3 | PREMIER HEALTH CARE SERVICES, LLC |
WATKINS MN |
| 691 |
| $6.7M |
| $895K |
