Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding flexPATH Idx+ Mod 2055 R1 in their Schedule of Assets, totaling $167.0M 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 | LIDL US, LLC LIDL US, LLC 401(K) PLAN | ARLINGTON VA | 4,762 | $120.1M | $40.9M |
| 2 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN | CONSHOHOCKEN PA | 2,916 | $78.0M | $8.4M |
| 3 | RUPPERT LANDSCAPE LLC RUPPERT 401(K) PLAN | LAYTONSVILLE |
| 1,701 |
| $47.0M |
| $8.2M |
| 4 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $6.2M |
| 5 | BIZERBA USA, INC. BIZERBA USA, INC. 401(K) PLAN | JOPPA MD | 345 | $28.5M | $5.7M |
| 6 | AVAAP USA, LLC AVAAP USA, LLC 401K | COLUMBUS OH | 328 | $54.6M | $5.6M |
| 7 | CHESAPEAKE EYE CARE MANAGEMENT, CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN | ANNAPOLIS MD | 1,108 | $56.0M | $4.7M |
| 8 | INTEGRICHAIN, INC. INTEGRICHAIN, INC. 401(K) PLAN | PHILADELPHIA PA | 396 | $36.7M | $4.7M |
| 9 | AMYX, INC. AMYX, INC. 401(K) PLAN | RESTON VA | 532 | $42.8M | $4.4M |
| 10 | LIPPES MATHIAS LLP LIPPES MATHIAS LLP 401(K) PLAN | BUFFALO NY | 366 | $50.9M | $3.7M |
