Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mutual of America Vanguard VIF Reit Index Portfolio in their Schedule of Assets, totaling $266K 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 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $130K |
| 2 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $35K |
| 3 | FEARLESS, INC. |
PAIA HI |
| 314 |
| $7.5M |
| $28K |
| 4 | SECOND HARVEST FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE, INC. | NASHVILLE TN | 134 | $10.4M | $19K |
| 5 | NEXUS RECOVERY CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEXUS RECOVERY CENTER, INC. | DALLAS TX | 205 | $3.2M | $16K |
| 6 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $14K |
| 7 | CADENCE INTERNATIONAL 403(B) THRIFT PLAN FOR EMPLOYEES OF CADENCE INTERNATIONAL | ENGLEWOOD CO | 160 | $4.4M | $11K |
| 8 | CLINICA MONSENOR OSCAR A. ROMERO 403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO | LOS ANGELES CA | 270 | $3.8M | $8K |
| 9 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $6K |
