Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MyCompass Ind Mod 2035 Fd R Common/Collective Trust in their Schedule of Assets, totaling $45.0M 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 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $8.1M |
| 2 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $8.1M |
| 3 | UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. |
FRESNO CA |
| 1,040 |
| $41.6M |
| $7.9M |
| 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 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $1.9M |
| 7 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $997K |
| 8 | BEARING TREE, INC. BEARING TREE, INC. 401(K) PLAN | CHICAGO IL | 190 | $6.8M | $876K |
| 9 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $859K |
| 10 | KSI TRADING CORP. THE KSI 401(K) SAVINGS PLAN | S PLAINFIELD NJ | 873 | $8.5M | $786K |
