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 VP Capital Appreciation in their Schedule of Assets, totaling $1.4M 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 | SECOND HARVEST FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE, INC. | NASHVILLE TN | 134 | $10.4M | $767K |
| 2 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $204K |
| 3 |
MILWAUKEE WI |
| 85 |
| $18.4M |
| $111K |
| 4 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $106K |
| 5 | NEXUS RECOVERY CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEXUS RECOVERY CENTER, INC. | DALLAS TX | 205 | $3.2M | $70K |
| 6 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $28K |
| 7 | CLINICA MONSENOR OSCAR A. ROMERO 403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO | LOS ANGELES CA | 270 | $3.8M | $28K |
| 8 | MEALS ON WHEELS SAN ANTONIO 403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS SAN ANTONIO | SAN ANTONIO TX | 151 | $2.3M | $27K |
| 9 | SARAH SENECA RESIDENTIAL SERVICES, INC. SARAH SENECA RESIDENTIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BRANFORD CT | 182 | $4.4M | $15K |
| 10 | WATER STREET MINISTRIES 403(B) THRIFT PLAN FOR EMPLOYEES OF WATER STREET MINISTRIES | LANCASTER PA | 136 | $4.3M | $3K |
