Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio in their Schedule of Assets, totaling $419K 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 | COMPASS HOUSING ALLIANCE 403(B) THRIFT PLAN OF COMPASS HOUSING ALLIANCE | SEATTLE WA | 165 | $1.8M | $53K |
| 2 | THE FLORIDA CENTER FOR EARLY CHILDHOOD, INC. 403B THRIFT PLAN OF THE FLORIDA CENTER FOR EARLY CHILDHOOD, INC. | SARASOTA FL | 152 | $5.6M | $52K |
| 3 | COLUMBIA RIVER MENTAL HEALTH SERVICES |
VANCOUVER WA |
| 343 |
| $9.4M |
| $52K |
| 4 | 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 | $45K |
| 5 | YOLO HOSPICE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. | DAVIS CA | 151 | $4.0M | $30K |
| 6 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $29K |
| 7 | TAMPA FAMILY HEALTH CENTERS, I SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TAMPA FAMILY HEALTH CENTERS, INC. | TAMPA FL | 675 | $15.0M | $28K |
| 8 | THE FORAKER GROUP 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FORAKER GROUP | ANCHORAGE AK | 327 | $11.6M | $23K |
| 9 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $21K |
| 10 | LEGAL AID JUSTICE CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID JUSTICE CENTER | CHARLOTTESVILLE VA | 99 | $8.6M | $20K |
