Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund in their Schedule of Assets, totaling $11.8M 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 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $2.6M |
| 2 | WAYNE COUNTY HOSPITAL, INC. WAYNE COUNTY HOSPITAL 401(K) PROFIT SHARING PLAN | MONTICELLO KY | 121 | $6.6M | $1.1M |
| 3 | THE ARC OF LITCHFIELD COUNTY, INC. |
TORRINGTON CT |
| 193 |
| $4.1M |
| $1.0M |
| 4 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $973K |
| 5 | URBAN PATHWAYS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 431 | $6.0M | $843K |
| 6 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $832K |
| 7 | MEDSOURCE COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC. | HAGERSTOWN MD | 122 | $3.7M | $624K |
| 8 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $535K |
| 9 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $330K |
| 10 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $308K |
