Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MyCompass Ind Mod 2065 Fd R Pooled Separate Account in their Schedule of Assets, totaling $988K 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 | JR MANUFACTURING, INC. JR MANUFACTURING, INC. 401(K) PLAN | FORT RECOVERY OH | 179 | $13.3M | $683K |
| 2 | HACO U.S. HACO U.S. 401(K) PLAN | CITY OF INDUSTRY CA | 151 | $7.3M | $175K |
| 3 | ARISE CHILD & FAMILY SERVICE, INC. ARISE CHILD & FAMILY SERVICE, INC. PROFIT SHARING 401(K) PLAN |
SYRACUSE NY |
| 563 |
| $8.0M |
| $68K |
| 4 | CHRISTIE US-CD-UK HOLDINGS, LLC CHRISTIE LITES 401(K) PLAN | ORLANDO FL | 296 | $461K | $37K |
| 5 | CONNECTED SOLUTIONS GROUP, LLC CONNECTED SOLUTIONS GROUP 401(K) PLAN | MECHANICSVILLE OK | 180 | $1.6M | $25K |