Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mutual of America American Century Investments® VP Capital Appreciation Fund 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 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $546K |
| 2 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $245K |
| 3 | AGENCY ON AGING OF SOUTH CENTR |
NORTH HAVEN CT |
| 123 |
| $5.6M |
| $75K |
| 4 | WESTBROOK HEALTH SERVICES, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC. | PARKERSBURG WV | 409 | $7.9M | $39K |
| 5 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $37K |
| 6 | SANTA FE SOUTH SCHOOLS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC. | OKLAHOMA CITY OK | 473 | $15.2M | $37K |
| 7 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $31K |
| 8 | PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC. PRAIRIE FIVE COMMUNITY ACTION COUNCIL 403B PLAN | MONTEVIDEO MN | 176 | $3.5M | $15K |
| 9 | BENHAVEN, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BENHAVEN, INC. | NORTH HAVEN CT | 267 | $8.3M | $15K |
| 10 | JAMHI HEALTH & WELLNESS, INC. 403(B) THRIFT PLAN OF JAMHI HEALTH & WELLNESS, INC. | JUNEAU AK | 94 | $4.3M | $12K |
