Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund in their Schedule of Assets, totaling $932K 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 | NEWCAP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEWCAP, INC. | OCONTO WI | 108 | $9.5M | $263K |
| 2 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $238K |
| 3 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES |
BERKELEY CA |
| 274 |
| $19.7M |
| $218K |
| 4 | CARDINAL SERVICES, INC. OF IND 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARDINAL SERVICES, INC. OF INDIANA | WARSAW IN | 386 | $8.0M | $109K |
| 5 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $45K |
| 6 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $33K |
| 7 | BERKSHIRE COUNTY ARC, INC. 403(B) THRIFT PLAN OF BERKSHIRE COUNTY ARC, INC. | PITTSFIELD MA | 1,674 | $18.9M | $18K |
| 8 | INDIANA LEGAL SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIANA LEGAL SERVICES, INC. | INDIANAPOLIS IN | 174 | $17.3M | $9K |
