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 Equity Index Fund in their Schedule of Assets, totaling $9.6M 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 | $3.2M |
| 2 | JET RESEARCH DEVELOPMENT, INC. EMPLOYEE BENEFIT PLAN OF JET RESEARCH DEVELOPMENT, INC. | DEERFIELD BEACH FL | 152 | $15.6M | $928K |
| 3 | RIVERSIDE INDUSTRIES, INC. |
EASTHAMPTON MA |
| 138 |
| $7.5M |
| $753K |
| 4 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $723K |
| 5 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $665K |
| 6 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $604K |
| 7 | GIRL SCOUTS OF WESTERN WASHINGTON 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WESTERN WASHINGTON | SEATTLE WA | 164 | $4.9M | $524K |
| 8 | THE ARC OF LITCHFIELD COUNTY, INC. EMPLOYEE BENEFIT PLAN OF THE ARC OF LITCHFIELD COUNTY, INC. | TORRINGTON CT | 193 | $4.1M | $389K |
| 9 | SAN ANTONIO METROPOLITAN MINISTRY, INC. EMPLOYEE BENEFIT PLAN OF SAN ANTONIO METROPOLITAN MINISTRY, INC. | SAN ANTONIO TX | 151 | $4.4M | $328K |
| 10 | FALL RIVER DEACONESS HOME 403(B) THRIFT PLAN OF FALL RIVER DEACONESS HOME | FALL RIVER MA | 116 | $7.6M | $305K |
