Mycompass American Funds 2040 Fund
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $25.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
32
Reported interest (EOY)
$25.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Mycompass American Funds 2040 Fund, Mycompass American Funds 2040, Mycompass American Funds 2040 FD R. Counts combine all variants of the same investment.
Plans holding Mycompass American Funds 2040 Fundranked by reported interest
Unlock full list (Pro)| # | 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 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 749 | $28.3M | $1.6M |
| 7 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $1.6M |
| 8 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | LEAWOOD KS | 179 | $11.4M | $1.4M |
| 9 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.3M |
| 10 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.2M |
See all 32 plans holding Mycompass American Funds 2040 Fund
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