Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding LVIP American Century Capital Appreciation Fund * Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $340K 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 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $307K |
| 2 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $21K |
| 3 | THE ARC OF BUTLER COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF BUTLER COUNTY |
BUTLER PA |
| 119 |
| $3.2M |
| $8K |
| 4 | CASA CENTRAL SOCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA CENTRAL SOCIAL SERVICES CORPORATION | CHICAGO IL | 652 | $3.6M | $3K |
| 5 | JEFFERSON-CLARION HEAD START, 403(B) THRIFT PLAN OF JEFFERSON-CLARION HEAD START, INC. | BROOKVILLE PA | 131 | $5.5M | $1K |
