Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Flexpath Index Moderate 2035 R1 Collective Trust Fund in their Schedule of Assets, totaling $5.8M 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 | REX LUMBER, LLC REX LUMBER 401(K) AND P/S PLAN | GRACEVILLE FL | 627 | $16.7M | $4.6M |
| 2 | ZARYA INTERMEDIATE, LLC. IOFFICE + SPACEIQ 401(K) SAVINGS PLAN | ATLANTA GA | 298 | $17.1M | $1.2M |