Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MyCompass Ind Cns Ret Fd R Common/Collective Trust in their Schedule of Assets, totaling $8.8M 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 | TOTAL SAFETY U.S., INC. TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN | PASADENA TX | 1,968 | $53.0M | $6.1M |
| 2 | H.A. BERKHEIMER, INC. H. A. BERKHEIMER, INC. RETIREMENT PLAN | PEN ARGYL PA | 470 | $29.0M | $561K |
| 3 | MERIBEAR PRODUCTIONS, INC. 401K PLA MERIBEAR PRODUCTIONS, INC. |
SOUTH GATE CA |
| 207 |
| $6.1M |
| $487K |
| 4 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $328K |
| 5 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $286K |
| 6 | UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 1,040 | $41.6M | $250K |
| 7 | BYNDER, LLC BYNDER 401(K) PLAN | BOSTON MA | 192 | $18.0M | $197K |
| 8 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $111K |
| 9 | NEW YORK ISLANDERS HOCKEY CLUB, LP NEW YORK ISLANDERS HOCKEY CLUB, LP 401(K) PLAN | FLORAL PARK NY | 656 | $29.2M | $97K |
| 10 | INFINITY GLOBAL, INC INFINITY GLOBAL INC 401(K) PLAN | DANVILLE VA | 171 | $8.6M | $85K |
