Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding MyCompass Ind Mod 2045 Fd R Common/collective trust in their Schedule of Assets, totaling $71.9M 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 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $9.2M |
| 2 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $8.9M |
| 3 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN |
| 7,735 |
| $53.6M |
| $6.3M |
| 4 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $4.2M |
| 5 | CHITIMACHA TRIBE OF LOUISIANA CHITIMACHA TRIBE OF LOUISIANA 401(K) PROFIT SHARING PLAN | CHARENTON LA | 564 | $25.1M | $4.2M |
| 6 | COMPASS HEALTH BRANDS CORP COMPASS HEALTH BRANDS 401(K) RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 184 | $13.3M | $2.9M |
| 7 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $2.5M |
| 8 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $2.2M |
| 9 | COUNTY NATIONAL BANK COUNTY NATIONAL BANK 401(K) PLAN | HILLSDALE MI | 232 | $28.3M | $2.0M |
| 10 | FLASHCO MANUFACTURING, INC. FLASHCO 401K PROFIT SHARING PLAN | SANTA ROSA CA | 149 | $5.6M | $2.0M |
