Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Indexselect Moderate 2065 Fund CL I in their Schedule of Assets, totaling $1.1M 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 | DEEPWATCH, INC. DEEPWATCH, INC. 401(K) PLAN | TAMPA FL | 280 | $20.2M | $242K |
| 2 | HENDRY MARINE INDUSTRIES, INC. HENDRY MARINE INDUSTRIES 401(K) PLAN | TAMPA FL | 274 | $12.5M | $149K |
| 3 | EXCELSIOR DEFENSE, INC. EXCELSIOR DEFENSE INC RETIREMENT PLAN |
ST. PETERSBURG FL |
| 268 |
| $1.7M |
| $142K |
| 4 | NASOYA FOODS USA, LLC NASOYA FOODS USA, LLC 401(K) RETIREMENT PLAN | AYER MA | 149 | $4.6M | $139K |
| 5 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,358 | $14.8M | $115K |
| 6 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $95K |
| 7 | XYNGULAR CORPORATION XYNGULAR/PURE HAVEN 401(K) PLAN | LEHI UT | 81 | $7.6M | $77K |
| 8 | MAIL SERVICES, LLC MAIL SERVICES, LLC 401(K) RETIREMENT PLAN | URBANDALE IA | 213 | $8.2M | $60K |
| 9 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL | 408 | $15.0M | $33K |
| 10 | PULMUONE FOODS USA, INC. PULMUONE FOODS USA, INC. RETIREMENT BENEFIT PLAN | FULLERTON CA | 316 | $11.0M | $96 |
