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 2040 Fund Pooled separate account in their Schedule of Assets, totaling $2.2M 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 | AVATAR RESIDENTIAL, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AVATAR RESIDENTIAL, INC. | WARWICK RI | 279 | $7.3M | $1.1M |
| 2 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $662K |
| 3 | WATERFORD COUNTRY SCHOOL, INC. |
QUAKER HILL CT |
| 155 |
| $11.2M |
| $456K |
| 4 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $23K |
| 5 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN | SAN DIEGO CA | 386 | $7.3M | $13K |
