Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding flexPATH flexPATH Index Moderate Retirement in their Schedule of Assets, totaling $7.0M 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 | HBC MANAGEMENT COMPANY, INC. THE HANA GROUP II, INC. RETIREMENT PLAN | HONOLULU HI | 1,169 | $17.1M | $4.6M |
| 2 | PEACE RIVER CITRUS PRODUCTS, INC. PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCADIA FL | 516 | $71.3M | $2.4M |
