Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America Life Insurance Company American Funds Insurance Series® New World Fund® in their Schedule of Assets, totaling $175K 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 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $32K |
| 2 | 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 | $29K |
| 3 | TAPESTRY 360 HEALTH |
CHICAGO IL |
| 246 |
| $13.0M |
| $26K |
| 4 | 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 | $21K |
| 5 | 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 | $16K |
| 6 | UNION STATION HOMELESS SERVICES 403(B) THRIFT PLAN FOR UNION STATION HOMELESS SERVICES | PASADENA CA | 315 | $8.0M | $13K |
| 7 | HAYNES FAMILY OF PROGRAMS, INC 403(B) THRIFT PLAN OF HAYNES FAMILY OF PROGRAMS, INC. | LA VERNE CA | 399 | $8.1M | $8K |
| 8 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $7K |
| 9 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $6K |
| 10 | HAMBURGER HOME DBA AVIVA FAMIL 403(B) THRIFT PLAN FOR EMPLOYEES OF HAMBURGER HOME DBA AVIVA FAMILY AND CHILDREN'S SERVICES | LOS ANGELES CA | 179 | $7.4M | $6K |
