Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FLEX PATH IDX AGG 2055 R1 Common Collective Trust Fund in their Schedule of Assets, totaling $61K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IBA USA, INC. IBA USA 401K PLAN | HERNDON VA | 340 | $35.9M | $40K |
| 2 | E.S. WAGNER COMPANY E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST | OREGON OH | 223 | $23.7M | $21K |
