Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wilmington Trust Fiduciary Services flexPATH Index+ Moderate Retirement Fund Class R1 in their Schedule of Assets, totaling $1.5M 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 | NMR CONSULTING, INC. NMR 401(K) PLAN | HUNTSVILLE AL | 156 | $13.7M | $1.5M |
