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 2040 Fund in their Schedule of Assets, totaling $10.7M 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 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $4.0M |
| 2 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $1.7M |
| 3 | CONCORDE BATTERY CORPORATION |
WEST COVINA CA |
| 378 |
| $18.5M |
| $563K |
| 4 | URBAN PATHWAYS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 431 | $6.0M | $442K |
| 5 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $432K |
| 6 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $415K |
| 7 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $359K |
| 8 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $295K |
| 9 | WAYNE COUNTY HOSPITAL, INC. WAYNE COUNTY HOSPITAL 401(K) PROFIT SHARING PLAN | MONTICELLO KY | 121 | $6.6M | $278K |
| 10 | SAN ANTONIO METROPOLITAN MINISTRY, INC. EMPLOYEE BENEFIT PLAN OF SAN ANTONIO METROPOLITAN MINISTRY, INC. | SAN ANTONIO TX | 151 | $4.4M | $273K |
