Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America 2025 Retirement Fund Pooled separate account in their Schedule of Assets, totaling $5.7M 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 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $1.7M |
| 2 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. | SYRACUSE NY | 329 | $10.3M | $928K |
| 3 | ALPHA SUPPORTED LIVING SERVICE |
BOTHELL WA |
| 1,165 |
| $11.5M |
| $628K |
| 4 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $557K |
| 5 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $428K |
| 6 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $407K |
| 7 | SCOTT-CARVER-DAKOTA CAP AGENCY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC. | SHAKOPEE MN | 148 | $5.0M | $335K |
| 8 | COMMUNITY DEVELOPMENT CORPORAT 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND | MELVILLE NY | 185 | $5.9M | $217K |
| 9 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $113K |
| 10 | INCOMPASS HUMAN SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC. | CHELMSFORD MA | 167 | $899K | $103K |
