Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding flexPATH Index+ Conservative 2035 R1 " in their Schedule of Assets, totaling $4.2M 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 | STEP UP FOR STUDENTS-FLORIDA, INC. STEP UP FOR STUDENTS 401(K) PLAN | JACKSONVILLE FL | 397 | $20.9M | $3.0M |
| 2 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $897K |
| 3 | BOWA BUILDERS, INC. BOWA BUILDERS, INC. 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 82 |
| $16.0M |
| $171K |
| 4 | ATTAIN CONSULTING GROUP LLC ATTAIN CONSULTING GROUP LLC | MCLEAN VA | 343 | $45.4M | $100K |
| 5 | WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE ID | 294 | $26.9M | $61K |
| 6 | E.S. WAGNER COMPANY E.S. WAGNER COMPANY RETIREMENT PLAN AND TRUST | OREGON OH | 223 | $23.7M | $2K |