Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $260K 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 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $57K |
| 2 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $45K |
| 3 | HOSPICE OF SANTA CRUZ COUNTY |
SCOTTS VALLEY CA |
| 163 |
| $14.1M |
| $42K |
| 4 | DOWNEAST COMMUNITY PARTNERS 403(B) THRIFT PLAN FOR EMPLOYEES OF DOWNEAST COMMUNITY PARTNERS | ELLSWORTH ME | 145 | $2.6M | $29K |
| 5 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $20K |
| 6 | COBB B. LLC EMPLOYEE BENEFIT PLAN OF COBB B. LLC | NEW YORK NY | 265 | $10.5M | $19K |
| 7 | GULF COAST PRE-STRESS PARTNERS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GULF COAST PRE-STRESS PARTNERS, LTD. | PASS CHRISTIAN MS | 325 | $12.7M | $18K |
| 8 | TRANSITIONAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. | TONAWANDA NY | 344 | $13.8M | $9K |
| 9 | CARE SOUTH 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARE SOUTH | BATON ROUGE LA | 183 | $4.8M | $9K |
| 10 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $4K |
