Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding MyCompass Ind Agg 2065 Fd R Common/collective trust in their Schedule of Assets, totaling $1.5M 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 | EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK NJ | 3,248 | $17.2M | $500K |
| 2 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $161K |
| 3 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT |
PHOENIX AZ |
| 155 |
| $10.6M |
| $153K |
| 4 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $96K |
| 5 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $81K |
| 6 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $81K |
| 7 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $77K |
| 8 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $62K |
| 9 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $43K |
| 10 | VASA FITNESS LLC VASA FITNESS LLC RETIREMENT SAVINGS PLAN | OREM UT | 981 | $4.7M | $41K |
