Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding MyCompass Ind Mod 2055 Fd R Common/collective trust in their Schedule of Assets, totaling $46.4M 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 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $10.8M |
| 2 | 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 | $7.8M |
| 3 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN |
BATON ROUGE LA |
| 7,735 |
| $53.6M |
| $5.0M |
| 4 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT | SAN LEANDRO CA | 461 | $44.9M | $3.8M |
| 5 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $2.5M |
| 6 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $1.2M |
| 7 | EMBROKER INC. EMBROKER 401K PLAN | SAN FRANCISCO CA | 83 | $4.9M | $1.2M |
| 8 | ASSOCIATED PHYSICAL & OCCUPATIONAL ASSOCIATED PHYSICAL & OCCUPATIONAL THERAPISTS 401(K) PROFIT SHARING PLAN & TRUST | KENMORE NY | 116 | $4.0M | $1.2M |
| 9 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $1.1M |
| 10 | ENDSIGHT ENDSIGHT 401(K) PLAN | NAPA CA | 127 | $11.8M | $1.0M |
