Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding flexPATH Moderate Retirement R1 Common/Collective Trust in their Schedule of Assets, totaling $13.1M 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 | AKRS EQUIPMENT SOLUTIONS INC. AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN | LINCOLN NE | 736 | $86.4M | $13.1M |
| 2 | OLSON URBAN HOUSING, LLC THE OLSON COMPANY 401(K) PLAN AND TRUST | SEAL BEACH CA | 69 | $17.0M | $8K |