Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MyCompass American Funds 2040 Fund " in their Schedule of Assets, totaling $1.6M 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 | WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER NH | 254 | $18.5M | $1.1M |
| 2 | SUTTON BANK SUTTON BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | ATTICA OH | 192 | $89.7M | $399K |
| 3 | PATHWAYS HEALTHCARE, LLC PATHWAYS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN |
WESTWOOD MA |
| 476 |
| $4.2M |
| $110K |
