Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund in their Schedule of Assets, totaling $102K 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 | KIPP CHICAGO SCHOOLS 403(B) THRIFT PLAN OF KIPP CHICAGO SCHOOLS | CHICAGO IL | 415 | $5.5M | $82K |
| 2 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $17K |
| 3 | COMMUNITY HOUSING PARTNERSHIP 403(B) THRIFT PLAN OF COMMUNITY HOUSING PARTNERSHIP |
SAN FRANCISCO CA |
| 197 |
| $1.8M |
| $4K |
