Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MyCompass Amer Fds 2065 Fd R Common Collective Trust in their Schedule of Assets, totaling $3.6M 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 | 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 | DOROTHY LANE MARKET, INC DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN |
DAYTON OH |
| 686 |
| $19.2M |
| $385K |
| 4 | MONTEREY PENINSULA COUNTRY CLUB MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | PEBBLE BEACH CA | 242 | $13.2M | $191K |
| 5 | ROUNDSTONE MANAGEMENT, LTD. ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN | ROCKY RIVER OH | 151 | $11.2M | $151K |
| 6 | ARMSTRONG RELOCATION & COMPANIES, LLC ARMSTRONG RELOCATION & COMPANIES, LLC 401(K) PLAN | MEMPHIS TN | 813 | $59.3M | $113K |
| 7 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $99K |
| 8 | PRIMANTI CORPORATION PRIMANTI CORPORATION 401(K) PLAN | PITTSBURGH PA | 236 | $6.5M | $86K |
| 9 | NOBLE BIOMATERIALS, INC. NOBLE BIOMATERIALS 401(K) PLAN | SCRANTON PA | 141 | $5.9M | $44K |
| 10 | JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE SC | 81 | $9.3M | $43K |
