Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding flexPATH Index Aggre 2035 R1 in their Schedule of Assets, totaling $660K 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 | SHERWOOD MECHANICAL, INC. SHERWOOD MECHANICAL, INC. 401(K) PLAN | SAN DIEGO CA | 195 | $12.5M | $631K |
| 2 | GOLDEN ALUMINUM, INC. GOLDEN ALUMINUM, INC. 401(K) SAVINGS PLAN | FORT LUPTON CO | 189 | $13.2M | $28K |
| 3 | ELITE CASINO RESORTS, LLC ELITE CASINO RESORTS 401(K) PLAN |
RIVERSIDE IA |
| 2,082 |
| $25.4M |
| $1K |
