Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MyCompass American Funds 2040 Fund R " in their Schedule of Assets, totaling $1.1M 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 | LACERTA GROUP, LLC LACERTA GROUP, LLC 401(K) PLAN | MANSFIELD MA | 570 | $6.3M | $343K |
| 2 | MIDWEST COMMUNITY BANCSHARES, INC. MIDWEST COMMUNITY BANCSHARES, INC. SAFE HARBOR 401(K) PLAN | MARION IL | 144 | $16.0M | $277K |
| 3 | EDGEWOOD RETIREMENT COMMUNITY, INC. EDGEWOOD SENIOR SOLUTIONS GROUP 401(K) PLAN |
NORTH ANDOVER MA |
| 341 |
| $8.1M |
| $227K |
| 4 | ALLIANCE AVIATION GROUP LLC ALLIANCE AVIATION GROUP 401(K) PLAN | OCOEE FL | 153 | $2.2M | $135K |
| 5 | LEGACY OPERATING COMPANY, LLC LEGACY OPERATING COMPANY, LLC 401(K) PLAN 001 | DAPHNE AL | 250 | $1.1M | $73K |
