Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MyCompass American Funds 2025 Fund R " in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EDGEWOOD RETIREMENT COMMUNITY, INC. EDGEWOOD SENIOR SOLUTIONS GROUP 401(K) PLAN | NORTH ANDOVER MA | 341 | $8.1M | $1.9M |
| 2 | LACERTA GROUP, LLC LACERTA GROUP, LLC 401(K) PLAN | MANSFIELD MA | 570 | $6.3M | $1.1M |
| 3 | MIDWEST COMMUNITY BANCSHARES, INC. MIDWEST COMMUNITY BANCSHARES, INC. SAFE HARBOR 401(K) PLAN |
MARION IL |
| 144 |
| $16.0M |
| $64K |
| 4 | ALLIANCE AVIATION GROUP LLC ALLIANCE AVIATION GROUP 401(K) PLAN | OCOEE FL | 153 | $2.2M | $43K |
