Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding flexPath Index Moderate 2055 Fund Class R1 " in their Schedule of Assets, totaling $50.7M 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 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $21.4M |
| 2 | PTC THERAPEUTICS, INC. PTC THERAPEUTICS INC. 401(K) RETIREMENT SAVINGS PLAN | WARREN NJ | 621 | $199.8M | $17.1M |
| 3 | PAVE AMERICA INTERCO, LLC PAVE AMERICA 401(K) PLAN |
WARRENTON VA |
| 1,692 |
| $47.0M |
| $5.1M |
| 4 | COSETTE PHARMACEUTICALS, INC. COSETTE PHARMACEUTICALS, INC. 401(K) PLAN | BRIDGEWATER NJ | 337 | $25.9M | $2.7M |
| 5 | FRANKENMUTH BAVARIAN INN, INC. FRANKENMUTH BAVARIAN INN, INC. EMPLOYEES' RETIREMENT PLAN | FRANKENMUTH MI | 420 | $11.2M | $2.2M |
| 6 | ROCHELLE LEIGH GROUP LLC ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | APPLETON WI | 158 | $2.1M | $1.4M |
| 7 | G & W LABORATORIES, INC. G&W LABORATORIES INC. RETIREMENT PLAN | SOUTH PLAINFIELD NJ | 20 | $26.7M | $782K |
