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 2055 Fund in their Schedule of Assets, totaling $5.2M 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 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $1.1M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $845K |
| 3 | SGA YOUTH & FAMILY SERVICES, N |
CHICAGO IL |
| 867 |
| $5.4M |
| $358K |
| 4 | URBAN PATHWAYS, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 431 | $6.0M | $349K |
| 5 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $338K |
| 6 | EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES EOCF 401K RETIREMENT SAVINGS PLAN | VANCOUVER WA | 276 | $11.2M | $320K |
| 7 | T. E. R. I., INC. 403(B) THRIFT PLAN OF T. E. R. I., INC. | OCEANSIDE CA | 651 | $3.5M | $276K |
| 8 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $231K |
| 9 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $202K |
| 10 | GIRL SCOUTS OF WESTERN WASHINGTON 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WESTERN WASHINGTON | SEATTLE WA | 164 | $4.9M | $150K |
