Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mutual of America Clear Passage 2020 Fund Pooled separate account in their Schedule of Assets, totaling $2.0M 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 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $672K |
| 2 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $516K |
| 3 | VISTABILITY |
MARTINEZ CA |
| 317 |
| $10.8M |
| $435K |
| 4 | AVATAR RESIDENTIAL, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AVATAR RESIDENTIAL, INC. | WARWICK RI | 279 | $7.3M | $296K |
| 5 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $45K |
