Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mutual of America Core Bond Fund Pooled separate account in their Schedule of Assets, totaling $426K 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 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $256K |
| 2 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $99K |
| 3 | MINNESOTA JEWISH COMMUNITY CENTER |
ST. PAUL MN |
| 388 |
| $5.4M |
| $38K |
| 4 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $26K |
| 5 | CONGRESSIONAL SCHOOL 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL | FALLS CHURCH VA | 146 | $6.3M | $4K |
| 6 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $3K |
