Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding APEX APEX Capital Preservation Income Fund in their Schedule of Assets, totaling $207K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOMPASS KAPITAL MANAGEMENT LLC KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 463 | $18.4M | $207K |
