Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America 2060 Retirement Fund Pooled separate account in their Schedule of Assets, totaling $1.8M 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 | $498K |
| 2 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $405K |
| 3 | SCOTT-CARVER-DAKOTA CAP AGENCY |
SHAKOPEE MN |
| 148 |
| $5.0M |
| $206K |
| 4 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $151K |
| 5 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $147K |
| 6 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $146K |
| 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 | $95K |
| 8 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $60K |
| 9 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $57K |
| 10 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $42K |
