Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MyCompass Amer Fds 2030 Fd R Common Collective Trust in their Schedule of Assets, totaling $17.3M 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 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $4.3M |
| 2 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $2.3M |
| 3 | JAMF SOFTWARE, LLC |
MINNEAPOLIS MN |
| 1,551 |
| $165.8M |
| $2.1M |
| 4 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $2.0M |
| 5 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.7M |
| 6 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $790K |
| 7 | CROWN PRODUCTS COMPANY, INC. CROWN PRODUCTS CO, INC. 401(K) PROFIT SHARING | JACKSONVILLE FL | 173 | $7.1M | $747K |
| 8 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $720K |
| 9 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) | ELK GROVE VILLAGE IL | 358 | $62.9M | $662K |
| 10 | NOBLE BIOMATERIALS, INC. NOBLE BIOMATERIALS 401(K) PLAN | SCRANTON PA | 141 | $5.9M | $606K |
