Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mutual of America Life Insurance Company American Century VP Capital Appreciation {+} in their Schedule of Assets, totaling $1.5M 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 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $541K |
| 2 | WELLLIFE NETWORK INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | NEW HYDE PARK NY | 167 | $9.5M | $535K |
| 3 | NEAR NORTH HEALTH SERVICE CORPORATION |
CHICAGO IL |
| 226 |
| $8.3M |
| $177K |
| 4 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $122K |
| 5 | MILESTONE SENIOR SERVICES, INC. MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN | KALAMAZOO MI | 150 | $5.8M | $111K |
| 6 | FLORENCE CRITTENTON AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORENCE CRITTENTON AGENCY | KNOXVILLE TN | 47 | $2.5M | $23K |
| 7 | ONE FAMILY ILLINOIS 403(B) THRIFT PLAN FOR EMPLOYEES OF SOS CHILDREN S VILLAGES ILLINOIS | CHICAGO IL | 154 | $2.8M | $8K |
| 8 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $7K |
