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 Small Cap Value Fund in their Schedule of Assets, totaling $3.4M 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 | $484K |
| 2 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $383K |
| 3 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED |
NEW YORK NY |
| 109 |
| $16.5M |
| $208K |
| 4 | 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 | $157K |
| 5 | BERKSHIRE COUNTY ARC, INC. 403(B) THRIFT PLAN OF BERKSHIRE COUNTY ARC, INC. | PITTSFIELD MA | 1,674 | $18.9M | $138K |
| 6 | INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY | SAN GABRIEL CA | 114 | $8.4M | $132K |
| 7 | SATELLITE AFFORDABLE HOUSING A SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES | BERKELEY CA | 274 | $19.7M | $120K |
| 8 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. | RICHMOND VA | 1,331 | $14.6M | $116K |
| 9 | THE FLORIDA CENTER FOR EARLY CHILDHOOD, INC. 403B THRIFT PLAN OF THE FLORIDA CENTER FOR EARLY CHILDHOOD, INC. | SARASOTA FL | 152 | $5.6M | $115K |
| 10 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $113K |
