Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MyCompass Ind Agg Ret Fd R Common/Collective Trust in their Schedule of Assets, totaling $5.2M 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 | FIBRIX, LLC FIBRIX LLC 401(K) PLAN | CONOVER NC | 218 | $2.8M | $1.3M |
| 2 | EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK NJ | 3,248 | $17.2M | $844K |
| 3 | OTTERSTEDT INSURANCE AGENCY, INC. OTTERSTEDT AGENCY 401(K) PLAN | ENGLEWOOD CLIFFS |
| 115 |
| $12.7M |
| $763K |
| 4 | BOMNIN AUTOMOTIVE, LLC DBA BOMNIN AUTOMOTIVE GROUP 401(K) PLAN | MIAMI FL | 787 | $6.1M | $635K |
| 5 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $525K |
| 6 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $347K |
| 7 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $170K |
| 8 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $158K |
| 9 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $137K |
| 10 | NEW YORK ISLANDERS HOCKEY CLUB, LP NEW YORK ISLANDERS HOCKEY CLUB, LP 401(K) PLAN | FLORAL PARK NY | 656 | $29.2M | $131K |