Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MyCompass Ind Moderate 2035 Fd R in their Schedule of Assets, totaling $13.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION TOTAL PEP SOLUTIONS | CINCINNATI OH | 964 | $47.8M | $11.5M |
| 2 | HEARTH MANAGEMENT, LLC HEARTH MANAGEMENT, LLC RETIREMENT PLAN | BINGHAMTON NY | 153 | $4.4M | $1.2M |
| 3 | PRIMARY ARMS, LLC PRIMARY ARMS, LLC 401(K) PLAN |
HOUSTON TX |
| 277 |
| $5.2M |
| $971K |
