Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund in their Schedule of Assets, totaling $47.7M 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 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $5.6M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $3.2M |
| 3 | FAMILY HEALTH CENTERS OF SOUTH |
FORT MYERS FL |
| 636 |
| $29.6M |
| $2.3M |
| 4 | K'OYITL'OTS'INA LTD. BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD. | FAIRBANKS AK | 508 | $29.1M | $2.2M |
| 5 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $1.9M |
| 6 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $1.8M |
| 7 | BEN ARCHER HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF BEN ARCHER HEALTH CENTER, INC. | HATCH NM | 403 | $43.7M | $1.7M |
| 8 | CHINOOK WINDS CASINO CTSI ENTERPRISES 401(K) RETIREMENT PLAN FOR EMPLOYEES OF CHINOOK WINDS CASINO | LINCOLN CITY OR | 802 | $19.3M | $1.6M |
| 9 | 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 | $1.6M |
| 10 | LEGAL AID JUSTICE CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID JUSTICE CENTER | CHARLOTTESVILLE VA | 99 | $8.6M | $1.6M |
