Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding MyCompass Ind Agg 2065 Fd R Common/collective trust in their Schedule of Assets, totaling $2.7M 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 | FRANKLIN LOAN CENTER FRANKLIN LOAN CENTER 401(K) PLAN | PALM DESERT CA | 147 | $9.7M | $1.1M |
| 2 | EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK NJ | 3,248 | $17.2M | $500K |
| 3 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN |
| 711 |
| $14.3M |
| $161K |
| 4 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $153K |
| 5 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $96K |
| 6 | JUNXION MED STAFFING LLC JUNXION MED STAFFING LLC 401(K) PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 47 | $415K | $83K |
| 7 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $81K |
| 8 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $81K |
| 9 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $77K |
| 10 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $62K |
