Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding YOURPATH ISHARES 2065 MODERATE in their Schedule of Assets, totaling $5.5M 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 | THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | PARAMUS NJ | 6,085 | $1.1B | $5.5M |
| 2 | CHILD DEVELOPMENT CENTER OF NATRONA COUNTY 403(B) THRIFT PLAN FOR CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | CASPER WY | 120 | $8.3M | $26K |
