Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $21.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Mycompass American Funds 2055 Fund, Mycompass American Funds 2055. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $4.2M |
| 2 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $3.2M |
| 3 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $2.1M |
| 4 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.5M |
| 5 | PROKIDNEY, LLC PROKIDNEY, LLC 401(K) PLAN | WINSTON-SALEM NC | 203 | $9.8M | $1.3M |
| 6 | UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT | LOS ANGELES CA | 607 | $13.5M | $1.0M |
| 7 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $782K |
| 8 | ORTHO SPORT AND SPINE PHYSICIANS ESO MANAGEMENT LLC 401K PLAN | ATLANTA GA | 316 | $8.6M | $711K |
| 9 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $675K |
| 10 | ROUNDSTONE MANAGEMENT, LTD. ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN | ROCKY RIVER OH | 151 | $11.2M | $670K |
