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 $23.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Mycompass American Funds 2040 Fund, Mycompass American Funds 2040. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VALVTECHNOLOGIES, INC. VALVTECHNOLOGIES EE'S 401K PS PLAN | HOUSTON TX | 239 | $17.5M | $2.7M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $2.3M |
| 3 | ORTHO SPORT AND SPINE PHYSICIANS ESO MANAGEMENT LLC 401K PLAN | ATLANTA GA | 316 | $8.6M | $2.0M |
| 4 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $1.8M |
| 5 | UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT | LOS ANGELES CA | 607 | $13.5M | $1.7M |
| 6 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $1.6M |
| 7 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.3M |
| 8 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | SAN FRANCISCO CA | 252 | $8.6M | $1.3M |
| 9 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.2M |
| 10 | EXAKTIME INNOVATIONS, INC. ARCORO HOLDINGS CORP. PROFIT SHARING PLAN | VENTURA CA | 277 | $17.3M | $1.1M |
