Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio 0 . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP in their Schedule of Assets, totaling $406K 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 | VALLEY OPPORTUNITY COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. | CHICOPEE MA | 361 | $8.2M | $267K |
| 2 | COMMUNITY HOUSING PARTNERSHIP 403(B) THRIFT PLAN OF COMMUNITY HOUSING PARTNERSHIP | SAN FRANCISCO CA | 197 | $1.8M | $94K |
| 3 | CENTERPLACE HEALTH, INC. |
SARASOTA FL |
| 160 |
| $2.7M |
| $45K |
