Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MyCompass Amer Fds 2040 Fd R in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLOUDHQ LLC CLOUDHQ EMPLOYEES 401(K) PLAN | WASHINGTON DC | 144 | $16.1M | $1.3M |
| 2 | HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH FL | 365 | $10.1M | $245K |
| 3 | ROBERT C. HATTON, INC. ROBERT C. HATTON, INC/PERFORMANCE NAPA, LLC P.S PLAN |
PAHOKEE FL |
| 152 |
| $2.2M |
| $59K |
