Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding flexPATH Index Aggressive 2055 Mutual fund in their Schedule of Assets, totaling $6.2M 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 | KALEIDOSCOPE ANIMATIONS, INC. KALEIDOSCOPE ANIMATIONS, INC. 401(K) RETIREMENT PLAN | CINCINNATI OH | 270 | $15.1M | $5.5M |
| 2 | ANCORA HOLDINGS GROUP, LLC ANCORA - MEP | MAYFIELD HEIGHTS OH | 110 | $23.4M | $684K |
