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 2045 Fund in their Schedule of Assets, totaling $15.3M 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 | $4.6M |
| 2 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $3.4M |
| 3 | KINGS VIEW |
FRESNO CA |
| 445 |
| $17.3M |
| $1.2M |
| 4 | WAYNE COUNTY HOSPITAL, INC. WAYNE COUNTY HOSPITAL 401(K) PROFIT SHARING PLAN | MONTICELLO KY | 121 | $6.6M | $887K |
| 5 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $500K |
| 6 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $483K |
| 7 | ITALIAN HOME FOR CHILDREN, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF ITALIAN HOME FOR CHILDREN, INC. | JAMAICA PLAIN MA | 233 | $2.8M | $478K |
| 8 | SAN ANTONIO METROPOLITAN MINISTRY, INC. EMPLOYEE BENEFIT PLAN OF SAN ANTONIO METROPOLITAN MINISTRY, INC. | SAN ANTONIO TX | 151 | $4.4M | $425K |
| 9 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $381K |
| 10 | GIRL SCOUTS OF WESTERN WASHINGTON 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WESTERN WASHINGTON | SEATTLE WA | 164 | $4.9M | $349K |
