Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Indexselect Moderate Retire Fund Cl R6 in their Schedule of Assets, totaling $34.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $9.6M |
| 2 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $6.7M |
| 3 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN |
CLEARWATER FL |
| 196 |
| $31.9M |
| $5.1M |
| 4 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $3.6M |
| 5 | I.C. SYSTEM, INC. I.C. SYSTEM, INC. SAVINGS PLUS PLAN | ST. PAUL MN | 283 | $36.9M | $3.4M |
| 6 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $3.3M |
| 7 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $1.7M |
| 8 | G. S. PRECISION, INC. G. S. PRECISION, INC. 401(K) EMPLOYEE SAVINGS PLAN & TRUST | BRATTLEBORO VT | 587 | $35.3M | $282K |
| 9 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $227K |
