Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding My Retirement Path Moderate 2045 R Common/Collective Trust in their Schedule of Assets, totaling $3.4M 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 | WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS DELTA HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 84 | $11.6M | $1.5M |
| 2 | FITLAB, INC. FITLAB 401(K) PLAN | NEWPORT BEACH CA | 264 | $3.7M | $1.1M |
| 3 | HOUSING AND COMMUNITY SERVICES, INC. D/B/A PROSPERA HOUSING COUMMUNITY |
SAN ANTONIO TX |
| 193 |
| $5.2M |
| $857K |
