Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MyCompass Amer Fds 2060 Fd R Common Collective Trust in their Schedule of Assets, totaling $19.0M 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 | $10.0M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $2.5M |
| 3 | BULLY PULPIT INTERACTIVE, LLC BULLY PULPIT INTERACTIVE, LLC 401K PLAN |
WASHINGTON DC |
| 184 |
| $16.1M |
| $1.2M |
| 4 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $991K |
| 5 | K1DS COUNT THERAPY, LLC K1DS COUNT THERAPY, LLC 401(K) PLAN | BROWNSBURG IN | 193 | $3.7M | $765K |
| 6 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $494K |
| 7 | FAR WEST SERVICES, LLC FAR WEST SERVICES, LLC 401(K) PLAN | COSTA MESA CA | 3,427 | $2.7M | $346K |
| 8 | MONTEREY PENINSULA COUNTRY CLUB MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | PEBBLE BEACH CA | 242 | $13.2M | $330K |
| 9 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $308K |
| 10 | ORAL ARTS LABORATORY, INC. ORAL ARTS LABORATORY. INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 374 | $10.0M | $303K |
