Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mutual of America Conservative Allocation Fund Pooled separate account in their Schedule of Assets, totaling $714K 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 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $415K |
| 2 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $132K |
| 3 | ALPHA SUPPORTED LIVING SERVICE |
BOTHELL WA |
| 1,165 |
| $11.5M |
| $105K |
| 4 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $21K |
| 5 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $18K |
| 6 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $10K |
| 7 | INCOMPASS HUMAN SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC. | CHELMSFORD MA | 167 | $899K | $8K |
| 8 | VIP SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | ELKHORN WI | 108 | $3.3M | $5K |
