Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding MyCompass Ind Mod 2065 Fd R Common/collective trust in their Schedule of Assets, totaling $6.8M 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 | $1.7M |
| 2 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $1.1M |
| 3 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING |
NEW BERLIN NY |
| 207 |
| $28.5M |
| $783K |
| 4 | BEARING TREE, INC. BEARING TREE, INC. 401(K) PLAN | CHICAGO IL | 190 | $6.8M | $623K |
| 5 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $503K |
| 6 | EMBROKER INC. EMBROKER 401K PLAN | SAN FRANCISCO CA | 83 | $4.9M | $343K |
| 7 | FIX-IT GROUP, LLC FIX-IT GROUP, LLC 401K PLAN | GOLDEN CO | 367 | $2.2M | $247K |
| 8 | AWARE RECOVERY CARE, INC. AWARE RECOVERY CARE 401(K) SAVINGS PLAN | WALLINGFORD CT | 428 | $3.0M | $192K |
| 9 | SACYR CONSTRUCTION USA LLC SACYR 401(K) PLAN | MIAMI FL | 539 | $3.7M | $186K |
| 10 | FLASHCO MANUFACTURING, INC. FLASHCO 401K PROFIT SHARING PLAN | SANTA ROSA CA | 149 | $5.6M | $172K |
