Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding flexPATH Idx+ Mod 2035 R1 in their Schedule of Assets, totaling $194.1M 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 | CHESAPEAKE EYE CARE MANAGEMENT, CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN | ANNAPOLIS MD | 1,108 | $56.0M | $14.1M |
| 2 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN | CONSHOHOCKEN PA | 2,916 | $78.0M | $12.4M |
| 3 | AVAAP USA, LLC AVAAP USA, LLC 401K |
COLUMBUS OH |
| 328 |
| $54.6M |
| $11.0M |
| 4 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $10.5M |
| 5 | LIPPES MATHIAS LLP LIPPES MATHIAS LLP 401(K) PLAN | BUFFALO NY | 366 | $50.9M | $9.8M |
| 6 | LIDL US, LLC LIDL US, LLC 401(K) PLAN | ARLINGTON VA | 4,762 | $120.1M | $8.6M |
| 7 | AMYX, INC. AMYX, INC. 401(K) PLAN | RESTON VA | 532 | $42.8M | $8.1M |
| 8 | BIZERBA USA, INC. BIZERBA USA, INC. 401(K) PLAN | JOPPA MD | 345 | $28.5M | $7.5M |
| 9 | RUPPERT LANDSCAPE LLC RUPPERT 401(K) PLAN | LAYTONSVILLE MD | 1,701 | $47.0M | $7.2M |
| 10 | RENTAL CONCEPTS, INC. RENTAL CONCEPTS, INC. PROFIT SHARING PLAN AND TRUST | HUDSON OH | 373 | $20.2M | $7.2M |
