Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding flexPath Index Aggressive 2065 Fund Class R1 " in their Schedule of Assets, totaling $411K 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 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $267K |
| 2 | PAVE AMERICA INTERCO, LLC PAVE AMERICA 401(K) PLAN | WARRENTON VA | 1,692 | $47.0M | $126K |
| 3 | COSETTE PHARMACEUTICALS, INC. COSETTE PHARMACEUTICALS, INC. 401(K) PLAN |
BRIDGEWATER NJ |
| 337 |
| $25.9M |
| $17K |
| 4 | FRANKENMUTH BAVARIAN INN, INC. FRANKENMUTH BAVARIAN INN, INC. EMPLOYEES' RETIREMENT PLAN | FRANKENMUTH MI | 420 | $11.2M | $663 |
