Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MyCompass Amer Fds 2065 Fd R Common Collective Trust in their Schedule of Assets, totaling $4.8M 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 | $1.9M |
| 2 | SNAP FINANCE, LLC SNAP HOLDINGS, LLC 401(K) PLAN | WEST VALLEY CITY UT | 612 | $32.0M | $473K |
| 3 | BULLY PULPIT INTERACTIVE, LLC BULLY PULPIT INTERACTIVE, LLC 401K PLAN |
WASHINGTON DC |
| 184 |
| $16.1M |
| $464K |
| 4 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN | DAYTON OH | 686 | $19.2M | $385K |
| 5 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $320K |
| 6 | RESOURCE ONE CREDIT UNION RESOURCE ONE CREDIT UNION 401(K) PLAN | DALLAS TX | 172 | $13.7M | $218K |
| 7 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST | CHARLOTTE NC | 1,509 | $4.4M | $209K |
| 8 | MONTEREY PENINSULA COUNTRY CLUB MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | PEBBLE BEACH CA | 242 | $13.2M | $191K |
| 9 | SP VESSEL BUYER LLC 401K PLAN SP VESSEL BUYER LLC | COCONUT GROVE FL | 240 | $9.8M | $121K |
| 10 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $113K |
