Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America Mid-Cap Equity Index Fund Pooled separate account in their Schedule of Assets, totaling $1.2M 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 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $313K |
| 2 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $224K |
| 3 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. |
CENTRAL POINT OR |
| 385 |
| $11.6M |
| $172K |
| 4 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $168K |
| 5 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $115K |
| 6 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $69K |
| 7 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $41K |
| 8 | VIP SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | ELKHORN WI | 108 | $3.3M | $26K |
| 9 | NORTH TEXAS FOOD BANK 403(B) THRIFT PLAN FOR NORTH TEXAS FOOD BANK | PLANO TX | 196 | $7.2M | $14K |
| 10 | GIRL SCOUTS OF NORTHERN CALIFORNIA GIRL SCOUTS OF NORTHERN CALIFORNIA 403(B) PLAN | ALAMEDA CA | 114 | $11.2M | $6K |
