Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio Pooled Separate Accounts in their Schedule of Assets, totaling $55K 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 | UMOM NEW DAY CENTERS, INC. UMOM NEW DAY CENTERS, INC. 401(K) PLAN | PHOENIX AZ | 139 | $3.1M | $38K |
| 2 | NATIVE AMERICAN COMMUNITY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. | PHOENIX AZ | 174 | $8.8M | $16K |
