Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mutual of America Calvert Bond R6 in their Schedule of Assets, totaling $300K 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 | FOUNDCARE, INC. FOUNDCARE, INC. RETIREMENT PLAN | WEST PALM BEACH FL | 296 | $8.1M | $139K |
| 2 | COMMUNITY LEGAL AID SOCAL COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 147 | $17.1M | $63K |
| 3 | TEAM STAFFING, LLC TEAM STAFFING, LLC 401(K) RETIREMENT PLAN |
ALEXANDRIA LA |
| 7,305 |
| $7.2M |
| $36K |
| 4 | MCLARTY AUTOMOTIVE GROUP, LLC 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC | LITTLE ROCK AR | 1,907 | $67.6M | $23K |
| 5 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $17K |
| 6 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $10K |
| 7 | SANDHILLS MEDICAL FOUNDATION SANDHILLS MEDICAL FOUNDATION RETIREMENT PLAN | CAMDEN SC | 173 | $4.5M | $7K |
| 8 | WAIMANALO HEALTH CENTER WAIMANALO HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | WAIMANALO HI | 135 | $7.6M | $4K |
| 9 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1K |
