Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America 2035 Retirement Fund Pooled separate account in their Schedule of Assets, totaling $8.6M 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 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $1.8M |
| 2 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $1.5M |
| 3 | P.E.A.C.E., INC. |
SYRACUSE NY |
| 329 |
| $10.3M |
| $1.1M |
| 4 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $883K |
| 5 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $753K |
| 6 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $672K |
| 7 | COMMUNITY DEVELOPMENT CORPORAT 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND | MELVILLE NY | 185 | $5.9M | $556K |
| 8 | SCOTT-CARVER-DAKOTA CAP AGENCY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC. | SHAKOPEE MN | 148 | $5.0M | $464K |
| 9 | VIP SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | ELKHORN WI | 108 | $3.3M | $393K |
| 10 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $190K |
