Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mutual of America 2065 Retirement Fund Separate account in their Schedule of Assets, totaling $635K 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 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $496K |
| 2 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $52K |
| 3 | NORTHPOINTE COUNCIL, INC. |
NIAGARA FALLS NY |
| 87 |
| $3.0M |
| $34K |
| 4 | GOODWILL SERVICES, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL SERVICES, INC. | RICHMOND VA | 183 | $2.9M | $28K |
| 5 | NEIGHBOR TO FAMILY, INC. EMPLOYEE BENEFIT PLAN OF NEIGHBOR TO FAMILY, INC. | DAYTONA BEACH FL | 75 | $2.6M | $16K |
| 6 | LEGAL ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $10K |
