Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund in their Schedule of Assets, totaling $13.6M 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 | K'OYITL'OTS'INA LTD. BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD. | FAIRBANKS AK | 508 | $29.1M | $1.8M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $1.6M |
| 3 | CENTRAL FLORIDA FAMILY HEALTH |
SANFORD FL |
| 365 |
| $15.3M |
| $853K |
| 4 | FAMILY HEALTH CENTERS OF SOUTH 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 636 | $29.6M | $823K |
| 5 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $677K |
| 6 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. | RICHMOND VA | 1,331 | $14.6M | $604K |
| 7 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $472K |
| 8 | HOLY ANGELS RESIDENTIAL FACILI 403(B) THRIFT PLAN FOR EMPLOYEES OF HOLY ANGELS RESIDENTIAL FACILITY | SHREVEPORT LA | 325 | $5.5M | $342K |
| 9 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $337K |
| 10 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $324K |
