Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mutual of America Delaware VIP Small Cap Value Series in their Schedule of Assets, totaling $333K 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 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $116K |
| 2 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $72K |
| 3 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC |
MILWAUKEE WI |
| 85 |
| $18.4M |
| $31K |
| 4 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $28K |
| 5 | OPEN HAND ATLANTA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC. | ATLANTA GA | 107 | $4.3M | $24K |
| 6 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $18K |
| 7 | SANTA FE SOUTH SCHOOLS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC. | OKLAHOMA CITY OK | 473 | $15.2M | $17K |
| 8 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $10K |
| 9 | SINGLE ROOM OCCUPANCY HOUSING SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION | LOS ANGELES CA | 220 | $7.6M | $8K |
| 10 | HILLSIDE INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILLSIDE INC. | ATLANTA GA | 260 | $13.0M | $3K |
