Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding MyCompass Ind Mod 2055 Fd R Common/collective trust in their Schedule of Assets, totaling $61.5M 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 | GHOST MANAGEMENT GROUP, LLC GHOST MANAGEMENT GROUP, LLC 401(K) PLAN | IRVINE CA | 420 | $37.2M | $10.9M |
| 2 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $10.8M |
| 3 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN |
| 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 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $1.9M |
| 7 | GTS LIVING FOODS 401K PLAN GT'S LIVING FOODS, LLC | VERNON CA | 814 | $7.3M | $1.7M |
| 8 | COMPASS HEALTH BRANDS CORP COMPASS HEALTH BRANDS 401(K) RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 184 | $13.3M | $1.5M |
| 9 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $1.2M |
| 10 | EMBROKER INC. EMBROKER 401K PLAN | SAN FRANCISCO CA | 83 | $4.9M | $1.2M |
