Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Plan Number: 001 . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio in their Schedule of Assets, totaling $147K 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 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $118K |
| 2 | TULSA EDUCARE, INC. 403(B) THRIFT PLAN OF TULSA EDUCARE, INC. | TULSA OK | 280 | $6.3M | $11K |
| 3 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. |
BRANDON FL |
| 455 |
| $18.0M |
| $6K |
| 4 | NEWCAP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEWCAP, INC. | OCONTO WI | 108 | $9.5M | $6K |
| 5 | SOUTH CENTRAL FAMILY HEALTH CE 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTH CENTRAL FAMILY HEALTH CENTER | LOS ANGELES CA | 331 | $9.3M | $4K |
| 6 | HOUSING PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING PARTNERSHIP, INC. | RIVIERA BEACH FL | 245 | $8.7M | $2K |
