Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MyCompass Ind Mod Ret Fd R Pooled Separate Account in their Schedule of Assets, totaling $1.7M 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 | ARISE CHILD & FAMILY SERVICE, INC. ARISE CHILD & FAMILY SERVICE, INC. PROFIT SHARING 401(K) PLAN | SYRACUSE NY | 563 | $8.0M | $588K |
| 2 | HACO U.S. HACO U.S. 401(K) PLAN | CITY OF INDUSTRY CA | 151 | $7.3M | $527K |
| 3 | JR MANUFACTURING, INC. JR MANUFACTURING, INC. 401(K) PLAN |
FORT RECOVERY OH |
| 179 |
| $13.3M |
| $504K |
| 4 | CONNECTED SOLUTIONS GROUP, LLC CONNECTED SOLUTIONS GROUP 401(K) PLAN | MECHANICSVILLE OK | 180 | $1.6M | $34K |
| 5 | CHRISTIE US-CD-UK HOLDINGS, LLC CHRISTIE LITES 401(K) PLAN | ORLANDO FL | 296 | $461K | $29K |