Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mutual of America Mid-Cap Value Fund Pooled separate account in their Schedule of Assets, totaling $345K 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 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $90K |
| 2 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $55K |
| 3 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. |
SYRACUSE NY |
| 329 |
| $10.3M |
| $47K |
| 4 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $46K |
| 5 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $25K |
| 6 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $19K |
| 7 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $19K |
| 8 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $14K |
| 9 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $13K |
| 10 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $8K |
