Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund in their Schedule of Assets, totaling $63.5M 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 | BEN ARCHER HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF BEN ARCHER HEALTH CENTER, INC. | HATCH NM | 403 | $43.7M | $4.2M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $4.0M |
| 3 | COMMUNITY HEALTH OF SOUTH FLORIDA, INC. |
CUTLER BAY FL |
| 891 |
| $37.3M |
| $3.8M |
| 4 | FRANZISKA RACKER CENTERS, INC. 403(B) THRIFT PLAN OF FRANZISKA RACKER CENTERS, INC. | ITHACA NY | 985 | $34.5M | $2.8M |
| 5 | 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MID-WILLAMETTE VALLEY COMM 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. | SALEM OR | 522 | $10.6M | $2.1M |
| 6 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 455 | $18.0M | $1.9M |
| 7 | COMMUNITY ACTION CORPORATION OF SOUTH TEXAS EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS | ALICE TX | 629 | $19.0M | $1.6M |
| 8 | CAMBRIA COUNTY ASSOCIATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CAMBRIA COUNTY ASSOCIATION FOR THE BLIND & HANDICAPPED | JOHNSTOWN PA | 412 | $15.2M | $1.5M |
| 9 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 403(B) THRIFT PLAN OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 483 | $13.4M | $1.3M |
| 10 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $1.3M |
