Form 5500 Search

Mycompass American Funds 2065 Fund

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 $4.5M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
29
Reported interest (EOY)
$4.5M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: Mycompass American Funds 2065 Fund, Mycompass American Funds 2065 FD R, Mycompass American Funds 2065. Counts combine all variants of the same investment.

Plans holding Mycompass American Funds 2065 Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1AGITAL MARKETING SERVICES, LLC
AGITAL 401(K) RETIREMENT SAVINGS PLAN
ST. LOUIS
MO
312$18.4M$847K
2FLYNN BROTHERS CONTRACTING, INC.
FLYNN BROTHERS CONTRACTING INC. 401 K PROFIT SHARING PLAN
LOUISVILLE
KY
237$15.4M$505K
3SNAP FINANCE, LLC
SNAP HOLDINGS, LLC 401(K) PLAN
WEST VALLEY CITY
UT
612$32.0M$473K
4DOROTHY LANE MARKET, INC
DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN
DAYTON
OH
686$19.2M$385K
5MASTER INTERNATIONAL CORPORATION
S. T. A. R. 401K PLAN
PHOENIX
AZ
749$28.3M$382K
6AMAROK, LLC
AMAROK, LLC 401(K) PROFIT SHARING PLAN
COLUMBIA
SC
447$19.3M$320K
7GENERATE-UBIQUITY MANAGEMENT, LLC
UBIQUITY 401(K) PLAN
LEAWOOD
KS
179$11.4M$238K
8RESOURCE ONE CREDIT UNION
RESOURCE ONE CREDIT UNION 401(K) PLAN
DALLAS
TX
172$13.7M$218K
9ALL ONE CREDIT UNION
ALL ONE CREDIT UNION 401(K) PROFIT SHARING PLAN
LEOMINSTER
MA
131$20.0M$187K
10ORTHO SPORT AND SPINE PHYSICIANS
ESO MANAGEMENT LLC 401K PLAN
ATLANTA
GA
316$8.6M$145K
See all 29 plans holding Mycompass American Funds 2065 Fund
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