Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MyCompass Amer Fds 2055 Fd R Common Collective Trust in their Schedule of Assets, totaling $36.2M 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 | $20.3M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $4.2M |
| 3 | BULLY PULPIT INTERACTIVE, LLC BULLY PULPIT INTERACTIVE, LLC 401K PLAN |
WASHINGTON DC |
| 184 |
| $16.1M |
| $2.7M |
| 4 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $1.5M |
| 5 | JACK SCHROEDER AND ASSOCIATES, LLC JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN | GREEN BAY WI | 98 | $6.1M | $947K |
| 6 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $782K |
| 7 | K1DS COUNT THERAPY, LLC K1DS COUNT THERAPY, LLC 401(K) PLAN | BROWNSBURG IN | 193 | $3.7M | $767K |
| 8 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $675K |
| 9 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) | ELK GROVE VILLAGE IL | 358 | $62.9M | $622K |
| 10 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $602K |
