Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund in their Schedule of Assets, totaling $7.3M 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 | WESTBROOK HEALTH SERVICES, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC. | PARKERSBURG WV | 409 | $7.9M | $579K |
| 2 | FAMILY HEALTH CENTERS OF SOUTH 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 636 | $29.6M | $454K |
| 3 |
BRANDON FL |
| 455 |
| $18.0M |
| $337K |
| 4 | THE DOOR-A CENTER OF ALTERNATIVES THE DOOR-A CENTER OF ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 452 | $19.5M | $333K |
| 5 | LEGAL AID JUSTICE CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID JUSTICE CENTER | CHARLOTTESVILLE VA | 99 | $8.6M | $329K |
| 6 | CENTRAL FLORIDA FAMILY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF CENTRAL FLORIDA FAMILY HEALTH CENTER, INC. D/B/A TRUE HEALTH | SANFORD FL | 365 | $15.3M | $300K |
| 7 | SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY | FARGO ND | 140 | $10.8M | $249K |
| 8 | KIPP CHICAGO SCHOOLS 403(B) THRIFT PLAN OF KIPP CHICAGO SCHOOLS | CHICAGO IL | 415 | $5.5M | $232K |
| 9 | PITTSBURGH CARE PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PITTSBURGH CARE PARTNERSHIP, INC. | PITTSBURGH PA | 517 | $27.1M | $197K |
| 10 | THE JOSSELYN CENTER, NFP 403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOSSELYN CENTER, NFP | NORTHFIELD IL | 299 | $4.4M | $176K |
