Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America Aggressive Allocation Fund Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $531K |
| 2 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $176K |
| 3 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES |
BOTHELL WA |
| 1,165 |
| $11.5M |
| $128K |
| 4 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $88K |
| 5 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $51K |
| 6 | VIP SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | ELKHORN WI | 108 | $3.3M | $45K |
| 7 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $12K |
| 8 | INCOMPASS HUMAN SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC. | CHELMSFORD MA | 167 | $899K | $8K |
| 9 | GIRL SCOUTS OF NORTHERN CALIFORNIA GIRL SCOUTS OF NORTHERN CALIFORNIA 403(B) PLAN | ALAMEDA CA | 114 | $11.2M | $6K |
| 10 | LULAC HEAD START, INC. LULAC HEAD START, INC. 403(B) RETIREMENT PLAN | NEW HAVEN CT | 132 | $2.8M | $5K |
