Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Indexselect Moderate 2065 Fund Cl R6 in their Schedule of Assets, totaling $2.3M 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 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $774K |
| 2 | I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL MN | 283 | $36.9M | $450K |
| 3 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU |
MOUNTAINVILLE NY |
| 581 |
| $47.8M |
| $422K |
| 4 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $267K |
| 5 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $205K |
| 6 | WORLDCOM EXCHANGE, INC. WORLDCOM EXCHANGE, INC. 401(K) PLAN | SALEM NH | 209 | $34.1M | $133K |
