Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Indexselect Moderate Retire Fund Cl I Common/collective trust in their Schedule of Assets, totaling $10.4M 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 | PEOPLEASE LLC PEOPLEASE LLC PLC SERVICES, LLC 401(K) PLAN | CHARLESTON SC | 5,608 | $22.9M | $7.4M |
| 2 | TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. 401(K) PLAN | OPELIKA AL | 324 | $4.8M | $1.6M |
| 3 | BOARDWALK AUTO CENTER, INC. |
REDWOOD CITY CA |
| 69 |
| $8.9M |
| $725K |
| 4 | I.M.G. ENTERPRISE INC CHERRYLAKE'S 401(K) PLAN | GROVELAND FL | 441 | $7.1M | $533K |
| 5 | BEST PLUMBING SPECIALTIES, INC BEST PLUMBING SPECIALTIES PROFIT SHARING PLAN | MYERSVILLE MD | 100 | $16.8M | $135K |