Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MyCompass Index Moderate 2065 Fund " in their Schedule of Assets, totaling $242K 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 | CHARGE ENTERPRISES, INC. CHARGE ENTERPRISES, INC. 401(K) PLAN | NEW YORK NY | 234 | $21.4M | $226K |
| 2 | NURTUR HOLDINGS LLC NURTUR HOLDINGS LLC 401(K) PLAN | LOVELAND OH | 203 | $4.6M | $16K |
