Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund in their Schedule of Assets, totaling $4.6M 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 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $744K |
| 2 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $224K |
| 3 | BERKSHIRE COUNTY ARC, INC. |
PITTSFIELD MA |
| 1,674 |
| $18.9M |
| $207K |
| 4 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $194K |
| 5 | 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 | $172K |
| 6 | BUTTE-SILVER BOW PRIMARY HEALT SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC. | BUTTE MT | 197 | $11.1M | $170K |
| 7 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $169K |
| 8 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $165K |
| 9 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $153K |
| 10 | LEGAL AID CENTER OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID CENTER OF SOUTHERN NEVADA, INC. | LAS VEGAS NV | 231 | $14.7M | $151K |
