Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series in their Schedule of Assets, totaling $365K 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 | $107K |
| 2 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $52K |
| 3 | THE FORAKER GROUP |
ANCHORAGE AK |
| 327 |
| $11.6M |
| $43K |
| 4 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $31K |
| 5 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 403(B) THRIFT PLAN OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 483 | $13.4M | $27K |
| 6 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 455 | $18.0M | $25K |
| 7 | 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 | $21K |
| 8 | CHINOOK WINDS CASINO CTSI ENTERPRISES 401(K) RETIREMENT PLAN FOR EMPLOYEES OF CHINOOK WINDS CASINO | LINCOLN CITY OR | 802 | $19.3M | $16K |
| 9 | CENTERPLACE HEALTH, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTERPLACE HEALTH, INC. | SARASOTA FL | 160 | $2.7M | $7K |
| 10 | TULSA EDUCARE, INC. 403(B) THRIFT PLAN OF TULSA EDUCARE, INC. | TULSA OK | 280 | $6.3M | $6K |
