Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MyCompass Ind Agg 2035 Fd R Common/Collective Trust in their Schedule of Assets, totaling $7.5M 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 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $1.6M |
| 2 | EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK NJ | 3,248 | $17.2M | $1.4M |
| 3 | BOMNIN AUTOMOTIVE, LLC DBA BOMNIN AUTOMOTIVE GROUP 401(K) PLAN |
MIAMI FL |
| 787 |
| $6.1M |
| $998K |
| 4 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $943K |
| 5 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $830K |
| 6 | FIBRIX, LLC FIBRIX LLC 401(K) PLAN | CONOVER NC | 218 | $2.8M | $538K |
| 7 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $509K |
| 8 | CAMPBELL PROPERTY MANAGEMENT CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 2,457 | $7.2M | $181K |
| 9 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $157K |
| 10 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $77K |