Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding flexPATH Index Moderate Retirement Fund R1 Common/collective trust in their Schedule of Assets, totaling $18.1M 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 | PROTECTIVE INDUSTRIAL PRODUCTS, INC. PIP 401(K) RETIREMENT PLAN | LATHAM NY | 979 | $48.2M | $10.3M |
| 2 | UNION HOME MORTGAGE CORPORATION UNION HOME MORTGAGE CORPORATION 401(K) PLAN | STRONGSVILLE OH | 1,712 | $94.9M | $7.4M |
| 3 | LEWIS-WATKINS-FARMER AGENCY, INC. |
AUSTIN TX |
| 158 |
| $14.7M |
| $383K |
| 4 | CHURNZERO, INC CHURNZERO 401(K) PLAN | WASHINGTON DC | 131 | $9.0M | $26K |
