Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Flex Focus Moderate Retirement Fund Mutual Fund in their Schedule of Assets, totaling $13.5M 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 | FIDUCIARY WISE, LLC SDM RETIREMENT PLAN | GILBERT AZ | 872 | $40.8M | $12.6M |
| 2 | HI-TECH INTERIORS, INC. HI-TECH INTERIORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST | MANHATTAN KS | 287 | $8.9M | $874K |
