Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America 2055 Retirement Fund Pooled separate account in their Schedule of Assets, totaling $3.2M 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 | $754K |
| 2 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $632K |
| 3 | THE ARC BALTIMORE, INC. |
BALTIMORE MD |
| 938 |
| $26.0M |
| $477K |
| 4 | SCOTT-CARVER-DAKOTA CAP AGENCY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC. | SHAKOPEE MN | 148 | $5.0M | $307K |
| 5 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $242K |
| 6 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $241K |
| 7 | 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 | $163K |
| 8 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $117K |
| 9 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $93K |
| 10 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $83K |
