Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding MyCompass Amer Fds 2040 Fd R Common Collective Trust in their Schedule of Assets, totaling $22.8M 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 | JAMF SOFTWARE, LLC JAMF SOFTWARE, LLC 401K PROFIT SHARING PLAN | MINNEAPOLIS MN | 1,551 | $165.8M | $8.7M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $2.3M |
| 3 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN |
COLUMBIA SC |
| 447 |
| $19.3M |
| $1.8M |
| 4 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $1.6M |
| 5 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $1.4M |
| 6 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.3M |
| 7 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $1.2M |
| 8 | EXAKTIME INNOVATIONS, INC. ARCORO HOLDINGS CORP. PROFIT SHARING PLAN | VENTURA CA | 277 | $17.3M | $1.1M |
| 9 | BULLY PULPIT INTERACTIVE, LLC BULLY PULPIT INTERACTIVE, LLC 401K PLAN | WASHINGTON DC | 184 | $16.1M | $519K |
| 10 | FAR WEST SERVICES, LLC FAR WEST SERVICES, LLC 401(K) PLAN | COSTA MESA CA | 3,427 | $2.7M | $442K |
