Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MyCompass Ind Agg 2065 Fd R in their Schedule of Assets, totaling $135K 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 | BRUEGMANN USA, INC. BRUEGMANN USA RETIREMENT PLAN | HOUSTON TX | 99 | $558K | $55K |
| 2 | WESTSIDE FAMILY HEALTHCARE, INC. WESTSIDE FAMILY HEALTHCARE 401(K) PLAN | WILMINGTON DE | 248 | $13.8M | $43K |
| 3 | CINCINNATI ASSOCIATION FOR THE BLIND CINCINNATI ASSOCIATION FOR THE BLIND 401(K) PROFIT SHARING PLAN |
CINCINNATI OH |
| 142 |
| $7.2M |
| $37K |