Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Flexpath Index Aggressive 2055 R1 in their Schedule of Assets, totaling $2.7M 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 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $2.2M |
| 2 | WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE ID | 294 | $26.9M | $247K |
| 3 | STEP UP FOR STUDENTS-FLORIDA, INC. |
JACKSONVILLE FL |
| 397 |
| $20.9M |
| $234K |
| 4 | E.S. WAGNER COMPANY E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST | OREGON OH | 223 | $23.7M | $21K |
