Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund in their Schedule of Assets, totaling $9.7M 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 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $2.5M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $2.2M |
| 3 | URBAN PATHWAYS, INC. |
NEW YORK NY |
| 431 |
| $6.0M |
| $617K |
| 4 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $534K |
| 5 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $517K |
| 6 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $484K |
| 7 | T. E. R. I., INC. 403(B) THRIFT PLAN OF T. E. R. I., INC. | OCEANSIDE CA | 651 | $3.5M | $458K |
| 8 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $445K |
| 9 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $326K |
| 10 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $307K |
