Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund 0 . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $251K 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 | INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY | SAN GABRIEL CA | 114 | $8.4M | $99K |
| 2 | CARDINAL SERVICES, INC. OF IND 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARDINAL SERVICES, INC. OF INDIANA | WARSAW IN | 386 | $8.0M | $75K |
| 3 |
STOCKTON CA |
| 462 |
| $3.1M |
| $37K |
| 4 | JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC. | SARASOTA FL | 104 | $5.3M | $26K |
| 5 | TUCSON JEWISH COMMUNITY CENTER EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER | TUCSON AZ | 241 | $6.6M | $13K |
| 6 | LEGAL ASSISTANCE OF WESTERN 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 117 | $2.5M | $1K |
