Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding MyCompass Ind Agg Ret Fd R Common/Collective Trust in their Schedule of Assets, totaling $7.4M 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 | AUSTAL USA. LLC AUSTAL USA. LLC 401(K) PLAN | MOBILE AL | 2,711 | $129.6M | $1.6M |
| 2 | FIBRIX, LLC FIBRIX LLC 401(K) PLAN | CONOVER NC | 218 | $2.8M | $1.3M |
| 3 | EQUILIEM, INC. EQUILIEM, INC. 401(K) PLAN | EAST BRUNSWICK NJ | 3,248 |
| $17.2M |
| $844K |
| 4 | OTTERSTEDT INSURANCE AGENCY, INC. OTTERSTEDT AGENCY 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 115 | $12.7M | $763K |
| 5 | BOMNIN AUTOMOTIVE, LLC DBA BOMNIN AUTOMOTIVE GROUP 401(K) PLAN | MIAMI FL | 787 | $6.1M | $635K |
| 6 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $525K |
| 7 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $347K |
| 8 | CHITIMACHA TRIBE OF LOUISIANA CHITIMACHA TRIBE OF LOUISIANA 401(K) PROFIT SHARING PLAN | CHARENTON LA | 564 | $25.1M | $330K |
| 9 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $211K |
| 10 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $170K |
