Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MyCompass Amer Fds 2035 Fd R Pooled Separate Account in their Schedule of Assets, totaling $1.4M 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 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN | GAINESVILLE GA | 377 | $14.4M | $1.2M |
| 2 | TRALONGO, LLC DBA WAVE DENTAL PROFESSIONALS WAVE DENTAL PROFESSIONALS 401(K) PLAN | DEARBORN HEIGHTS MI | 223 | $2.5M | $203K |
