Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding flexPATH Moderate Retirement Income Fund Collective Trust Fund in their Schedule of Assets, totaling $9.7M 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 | SHULMAN ROGERS, P.A. SHULMAN ROGERS, P.A. RETIREMENT PLAN | POTOMAC MD | 208 | $116.4M | $9.7M |
