Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Indexselect Moderate Retire Fund Cl I Common Collective Trust N/A in their Schedule of Assets, totaling $2.1M 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 | STALEY STEELE LLC STALEY STEEL AND BLUDAU FABRICATION RETIREMENT PLAN | PILOT POINT TX | 153 | $9.0M | $1.9M |
| 2 | WP HOLDCO LLC WP HOLDCO 401(K) PLAN | ABILENE TX | 171 | $6.9M | $245K |
