Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding MyCompass Ind Mod 2045 Fd R Common/collective trust in their Schedule of Assets, totaling $53.4M 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 | 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 | $10.7M |
| 2 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $9.2M |
| 3 | FUNKO, LLC |
EVERETT WA |
| 1,070 |
| $44.9M |
| $8.9M |
| 4 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $4.2M |
| 5 | TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 298 | $22.5M | $2.5M |
| 6 | FLASHCO MANUFACTURING, INC. FLASHCO 401K PROFIT SHARING PLAN | SANTA ROSA CA | 149 | $5.6M | $2.0M |
| 7 | ENDSIGHT ENDSIGHT 401(K) PLAN | NAPA CA | 127 | $11.8M | $2.0M |
| 8 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $1.9M |
| 9 | EMBROKER INC. EMBROKER 401K PLAN | SAN FRANCISCO CA | 83 | $4.9M | $1.7M |
| 10 | THE CIGARETTE STORE LLC CIGARETTE STORE 401K PLAN | BOULDER CO | 888 | $12.1M | $1.2M |
