Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $7.7M 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 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $1.5M |
| 2 | COLUMBIA RIVER MENTAL HEALTH SERVICES EMPLOYEE BENEFIT PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES | VANCOUVER WA | 343 | $9.4M | $1.2M |
| 3 | LONE STAR LEGAL AID |
HOUSTON TX |
| 357 |
| $45.9M |
| $935K |
| 4 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $789K |
| 5 | CHINOOK WINDS CASINO CTSI ENTERPRISES 401(K) RETIREMENT PLAN FOR EMPLOYEES OF CHINOOK WINDS CASINO | LINCOLN CITY OR | 802 | $19.3M | $485K |
| 6 | BEN ARCHER HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF BEN ARCHER HEALTH CENTER, INC. | HATCH NM | 403 | $43.7M | $367K |
| 7 | GIRL SCOUTS-ARIZONA CACTUS-PIN 403(B) THRIFT PLAN OF ARIZONA CACTUS-PINE GIRL SCOUT COUNCIL, INC. | PHOENIX AZ | 113 | $8.1M | $336K |
| 8 | LEGAL AID CENTER OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID CENTER OF SOUTHERN NEVADA, INC. | LAS VEGAS NV | 231 | $14.7M | $293K |
| 9 | REDWOOD COMMUNITY ACTION AGENCY EMPLOYEE BENEFIT PLAN OF REDWOOD COMMUNITY ACTION AGENCY | EUREKA CA | 53 | $2.4M | $264K |
| 10 | HOUSING PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING PARTNERSHIP, INC. | RIVIERA BEACH FL | 245 | $8.7M | $253K |
