Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding flexPath Index Aggressive Retire R1 " in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $1.1M |
| 2 | STEP UP FOR STUDENTS-FLORIDA, INC. STEP UP FOR STUDENTS 401(K) PLAN | JACKSONVILLE FL | 397 | $20.9M | $19K |
