Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FlexPath Strategies MyCompass Ind Mod Ret Fd R in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADAMS RESOURCES AND ENERGY, INC. ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN | HOUSTON TX | 626 | $33.0M | $4.0M |
