Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding MyCompass Ind Mod 2035 Fd R Common/Collective Trust in their Schedule of Assets, totaling $64.3M 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 | CHITIMACHA TRIBE OF LOUISIANA CHITIMACHA TRIBE OF LOUISIANA 401(K) PROFIT SHARING PLAN | CHARENTON LA | 564 | $25.1M | $8.4M |
| 2 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $8.1M |
| 3 | AUER STEEL & HEATING SUPPLY CO. |
MILWAUKEE WI |
| 298 |
| $38.9M |
| $8.1M |
| 4 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $6.3M |
| 5 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $5.7M |
| 6 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $3.4M |
| 7 | MEDICAL TECHNOLOGY SOLUTIONS LLC MEDICAL TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN | VALENCIA CA | 267 | $15.6M | $2.5M |
| 8 | WIREWAY HUSKY CORPORATION WIREWAY/HUSKY EMPLOYEES 401(K) PLAN | DENVER NC | 143 | $9.8M | $2.3M |
| 9 | INFINITY GLOBAL, INC INFINITY GLOBAL INC 401(K) PLAN | DANVILLE VA | 171 | $8.6M | $2.2M |
| 10 | COMPASS HEALTH BRANDS CORP COMPASS HEALTH BRANDS 401(K) RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 184 | $13.3M | $2.2M |
