Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mutual of America Life Insurance Company Neuberger Berman AMT Sustainable Equity Portfolio in their Schedule of Assets, totaling $199K 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 | TAPESTRY 360 HEALTH SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF TAPESTRY 360 HEALTH | CHICAGO IL | 246 | $13.0M | $132K |
| 2 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $34K |
| 3 | MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND |
LOS ANGELES CA |
| 79 |
| $13.0M |
| $18K |
| 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 | $4K |
| 5 | UNION STATION HOMELESS SERVICES 403(B) THRIFT PLAN FOR UNION STATION HOMELESS SERVICES | PASADENA CA | 315 | $8.0M | $3K |
| 6 | HAYNES FAMILY OF PROGRAMS, INC 403(B) THRIFT PLAN OF HAYNES FAMILY OF PROGRAMS, INC. | LA VERNE CA | 399 | $8.1M | $2K |
| 7 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $2K |
| 8 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $2K |
| 9 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $1K |
