Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MyCompass Ind Moderate 2065 Fd R Registered Investment Company in their Schedule of Assets, totaling $53K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STEPOWOY ENTERPRISES, LLC STEPOWOY ENTERPRISES 401K PLAN | MEDINA OH | 198 | $5.4M | $53K |
