Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund in their Schedule of Assets, totaling $16.5M 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 | $2.0M |
| 2 | COMMUNITY HEALTH OF SOUTH FLORIDA, INC. EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH OF SOUTH FLORIDA, INC. | CUTLER BAY FL | 891 | $37.3M | $1.5M |
| 3 | HEART OF TEXAS BEHAVIORAL HEAL |
WACO TX |
| 449 |
| $46.6M |
| $1.4M |
| 4 | TAMPA FAMILY HEALTH CENTERS, I SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TAMPA FAMILY HEALTH CENTERS, INC. | TAMPA FL | 675 | $15.0M | $1.2M |
| 5 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $933K |
| 6 | 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 | $754K |
| 7 | BEN ARCHER HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF BEN ARCHER HEALTH CENTER, INC. | HATCH NM | 403 | $43.7M | $731K |
| 8 | K'OYITL'OTS'INA LTD. BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD. | FAIRBANKS AK | 508 | $29.1M | $574K |
| 9 | COMMUNITY ACTION CORPORATION OF SOUTH TEXAS EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS | ALICE TX | 629 | $19.0M | $520K |
| 10 | 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 | $514K |
