Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund in their Schedule of Assets, totaling $10.5M 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 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $1.4M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $1.4M |
| 3 | KINGS VIEW |
FRESNO CA |
| 445 |
| $17.3M |
| $907K |
| 4 | URBAN PATHWAYS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 431 | $6.0M | $808K |
| 5 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $716K |
| 6 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $667K |
| 7 | MEDSOURCE COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC. | HAGERSTOWN MD | 122 | $3.7M | $603K |
| 8 | ITALIAN HOME FOR CHILDREN, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF ITALIAN HOME FOR CHILDREN, INC. | JAMAICA PLAIN MA | 233 | $2.8M | $566K |
| 9 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $561K |
| 10 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $400K |
