Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund in their Schedule of Assets, totaling $2.6M 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 | $375K |
| 2 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $344K |
| 3 | MEDSOURCE COMMUNITY SERVICES, INC. |
HAGERSTOWN MD |
| 122 |
| $3.7M |
| $270K |
| 4 | T. E. R. I., INC. 403(B) THRIFT PLAN OF T. E. R. I., INC. | OCEANSIDE CA | 651 | $3.5M | $243K |
| 5 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $214K |
| 6 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $175K |
| 7 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $136K |
| 8 | MFI RECOVERY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MFI RECOVERY CENTER | RIVERSIDE CA | 472 | $5.9M | $130K |
| 9 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $117K |
| 10 | WAYNE COUNTY HOSPITAL, INC. WAYNE COUNTY HOSPITAL 401(K) PROFIT SHARING PLAN | MONTICELLO KY | 121 | $6.6M | $99K |
