Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mutual of America Neuberger Berman AMT Sustainable Equity in their Schedule of Assets, totaling $387K 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 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $188K |
| 2 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $102K |
| 3 | COLUMBUS NEIGHBORHOOD HEALTH C |
COLUMBUS OH |
| 229 |
| $18.2M |
| $71K |
| 4 | GOODWILL INDUSTRIES INTERNATIONAL, INC. 403B THRIFT PLAN OF GOODWILL INDUSTRIES INTERNATIONAL | ROCKVILLE MD | 168 | $31.6M | $26K |
