Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $18.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Mycompass American Funds 2025 Fund, Mycompass American Funds 2025. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) | ELK GROVE VILLAGE IL | 358 | $62.9M | $3.8M |
| 2 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $2.5M |
| 3 | EDGEWOOD RETIREMENT COMMUNITY, INC. EDGEWOOD SENIOR SOLUTIONS GROUP 401(K) PLAN | NORTH ANDOVER MA | 341 | $8.1M | $1.9M |
| 4 | VALVTECHNOLOGIES, INC. VALVTECHNOLOGIES EE'S 401K PS PLAN | HOUSTON TX | 239 | $17.5M | $1.9M |
| 5 | UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT | LOS ANGELES CA | 607 | $13.5M | $1.6M |
| 6 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.1M |
| 7 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $970K |
| 8 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $896K |
| 9 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $595K |
| 10 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | SAN FRANCISCO CA | 252 | $8.6M | $555K |
