Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $3.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Mycompass American Funds 2065 Fund, Mycompass American Funds 2065. 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 | $473K |
| 2 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $385K |
| 3 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $320K |
| 4 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $218K |
| 5 | MASTER INTERNATIONAL CORPORATION S. T. A. R. 401K PLAN | PHOENIX AZ | 709 | $22.1M | $213K |
| 6 | ALL ONE CREDIT UNION ALL ONE CREDIT UNION 401(K) PROFIT SHARING PLAN | LEOMINSTER MA | 131 | $20.0M | $187K |
| 7 | GENERATE-UBIQUITY MANAGEMENT, LLC UBIQUITY 401(K) PLAN | SAN FRANCISCO CA | 252 | $8.6M | $178K |
| 8 | ROUNDSTONE MANAGEMENT, LTD. ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN | ROCKY RIVER OH | 151 | $11.2M | $151K |
| 9 | ORTHO SPORT AND SPINE PHYSICIANS ESO MANAGEMENT LLC 401K PLAN | ATLANTA GA | 316 | $8.6M | $145K |
| 10 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $121K |
