Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding MyCompass Ind Mod Ret Fd R Common/collective trust in their Schedule of Assets, totaling $50.5M 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 | AUSTAL USA. LLC AUSTAL USA. LLC 401(K) PLAN | MOBILE AL | 2,711 | $129.6M | $9.8M |
| 2 | WATERSTONE MORTGAGE CORPORATION WATERSTONE MORTGAGE 401(K) PLAN | BROOKFIELD WI | 418 | $42.4M | $5.6M |
| 3 | 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 |
| $5.5M |
| 4 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $5.2M |
| 5 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $4.8M |
| 6 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $3.7M |
| 7 | NEW YORK ISLANDERS HOCKEY CLUB, LP NEW YORK ISLANDERS HOCKEY CLUB, LP 401(K) PLAN | FLORAL PARK NY | 656 | $29.2M | $2.9M |
| 8 | KSI TRADING CORP. THE KSI 401(K) SAVINGS PLAN | S PLAINFIELD NJ | 873 | $8.5M | $1.9M |
| 9 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $1.9M |
| 10 | INFINITY GLOBAL, INC INFINITY GLOBAL INC 401(K) PLAN | DANVILLE VA | 171 | $8.6M | $1.6M |
