Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America GROUP ANNUITY CONTRACT 565 Neuberger Berman AMT Sustainable Equity Portfolio * Mutual of America GROUP ANNUITY CONTRACT 11 PIMCO VIT Real Return Portfolio * Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $3K 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 | INCOMPASS HUMAN SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC. | CHELMSFORD MA | 167 | $899K | $3K |
