Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America Life Insurance Company** American Century Investments VP Capital Appreciation Fund in their Schedule of Assets, totaling $1.4M 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 | FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN | STOCKTON CA | 198 | $13.0M | $372K |
| 2 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $237K |
| 3 |
MCALLEN TX |
| 222 |
| $7.6M |
| $178K |
| 4 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $162K |
| 5 | A P R CONSULTING, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC. | DIAMOND BAR CA | 1,356 | $19.8M | $156K |
| 6 | HAYNES FAMILY OF PROGRAMS, INC 403(B) THRIFT PLAN OF HAYNES FAMILY OF PROGRAMS, INC. | LA VERNE CA | 399 | $8.1M | $145K |
| 7 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $97K |
| 8 | NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION | CHICAGO IL | 146 | $6.2M | $38K |
| 9 | UNION STATION HOMELESS SERVICES 403(B) THRIFT PLAN FOR UNION STATION HOMELESS SERVICES | PASADENA CA | 315 | $8.0M | $25K |
| 10 | LIGHTHOUSE FOR THE BLIND AND V SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | SAN FRANCISCO CA | 203 | $13.1M | $18K |
