Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $34.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Mycompass American Funds 2035 Fund, Mycompass American Funds 2035. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $4.6M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $4.1M |
| 3 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) | ELK GROVE VILLAGE IL | 358 | $62.9M | $2.9M |
| 4 | VALVTECHNOLOGIES, INC. VALVTECHNOLOGIES EE'S 401K PS PLAN | HOUSTON TX | 239 | $17.5M | $2.5M |
| 5 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $2.4M |
| 6 | UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT | LOS ANGELES CA | 607 | $13.5M | $2.3M |
| 7 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.8M |
| 8 | ALL ONE CREDIT UNION ALL ONE CREDIT UNION 401(K) PROFIT SHARING PLAN | LEOMINSTER MA | 131 | $20.0M | $1.7M |
| 9 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $1.6M |
| 10 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.6M |
