Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MyCompass Ind Agg 2045 Fd R Mutual Fund in their Schedule of Assets, totaling $618K 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 | ALL AMERICAN DAIRY PRODUCTS, INC. ALL AMERICAN DAIRY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | MORGANTOWN PA | 154 | $4.5M | $575K |
| 2 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $43K |