Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding FlexPath + Mod Ret R1 Common Collective Trust in their Schedule of Assets, totaling $96.4M 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 | OXFORD INDUSTRIES, INC. THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | ATLANTA GA | 6,797 | $218.4M | $28.7M |
| 2 | CX MARKETING, LLC THE MOORE 401(K) RETIREMENT SAVINGS PLAN | TULSA OK | 4,483 | $139.2M | $27.3M |
| 3 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN |
QUINCY MA |
| 1,334 |
| $103.8M |
| $10.8M |
| 4 | ANNETT HOLDINGS INC ANNETT HOLDINGS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | DES MOINES IA | 5,008 | $99.9M | $8.5M |
| 5 | CURI MANAGEMENT COMPANY, LLC CURI 401(K) PLAN | RALEIGH NC | 207 | $66.3M | $4.3M |
| 6 | PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES CA | 170 | $41.3M | $4.2M |
| 7 | ASSURANCEAMERICA CORPORATION ASSURANCEAMERICA CORPORATION 401(K) RETIREMENT PLAN | ATLANTA GA | 372 | $19.9M | $2.8M |
| 8 | HERITAGE PLASTICS, INC. HERITAGE PLASTICS, INC. 401(K) PLAN | PICAYUNE MS | 273 | $36.7M | $2.5M |
| 9 | CORPORATE MOVING SYSTEMS, INC. CMS COMPANIES RETIREMENT PLAN | KENT WA | 182 | $16.9M | $2.4M |
| 10 | CORPORATE ONE FEDERAL CREDIT UNION CORPORATE ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS OH | 153 | $51.9M | $2.4M |
