Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MyCompass Ind Agg 2035 Fd R in their Schedule of Assets, totaling $141K 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 | WESTSIDE FAMILY HEALTHCARE, INC. WESTSIDE FAMILY HEALTHCARE 401(K) PLAN | WILMINGTON DE | 248 | $13.8M | $104K |
| 2 | BRUEGMANN USA, INC. BRUEGMANN USA RETIREMENT PLAN | HOUSTON TX | 99 | $558K | $18K |
| 3 | CINCINNATI ASSOCIATION FOR THE BLIND CINCINNATI ASSOCIATION FOR THE BLIND 401(K) PROFIT SHARING PLAN |
CINCINNATI OH |
| 142 |
| $7.2M |
| $10K |
| 4 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $10K |