Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund in their Schedule of Assets, totaling $2.1M 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 | $519K |
| 2 | CHINOOK WINDS CASINO CTSI ENTERPRISES 401(K) RETIREMENT PLAN FOR EMPLOYEES OF CHINOOK WINDS CASINO | LINCOLN CITY OR | 802 | $19.3M | $212K |
| 3 | CLINICA DE SALUD DEL VALLE DE SALINAS |
SALINAS CA |
| 362 |
| $9.1M |
| $159K |
| 4 | BLIND AND VISION REHABILITATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BLIND AND VISION REHABILITATION SERVICES OF PITTSBURGH | PITTSBURGH PA | 180 | $5.2M | $123K |
| 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 | $88K |
| 6 | CENTRAL FLORIDA FAMILY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF CENTRAL FLORIDA FAMILY HEALTH CENTER, INC. D/B/A TRUE HEALTH | SANFORD FL | 365 | $15.3M | $68K |
| 7 | SOUTH CENTRAL FAMILY HEALTH CE 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTH CENTRAL FAMILY HEALTH CENTER | LOS ANGELES CA | 331 | $9.3M | $62K |
| 8 | SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY | FARGO ND | 140 | $10.8M | $59K |
| 9 | TUCSON JEWISH COMMUNITY CENTER EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER | TUCSON AZ | 241 | $6.6M | $58K |
| 10 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $54K |
