Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding YourPath 2040 Moderate Fund Unitized Managed Account NR in their Schedule of Assets, totaling $2.8M 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 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 130 | $19.9M | $2.8M |
