Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund in their Schedule of Assets, totaling $1.6M 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 | $484K |
| 2 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $231K |
| 3 | RIVERSIDE INDUSTRIES, INC. 403(B) THRIFT PLAN OF RIVERSIDE INDUSTRIES, INC. |
EASTHAMPTON MA |
| 138 |
| $7.5M |
| $161K |
| 4 | THE ARC OF LITCHFIELD COUNTY, INC. EMPLOYEE BENEFIT PLAN OF THE ARC OF LITCHFIELD COUNTY, INC. | TORRINGTON CT | 193 | $4.1M | $149K |
| 5 | DICKINSON CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DICKINSON CENTER, INC. | RIDGWAY PA | 242 | $8.5M | $121K |
| 6 | MISSOURI VALLEY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY | MARSHALL MO | 149 | $3.8M | $87K |
| 7 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $66K |
| 8 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $57K |
| 9 | SAN ANTONIO METROPOLITAN MINISTRY, INC. EMPLOYEE BENEFIT PLAN OF SAN ANTONIO METROPOLITAN MINISTRY, INC. | SAN ANTONIO TX | 151 | $4.4M | $55K |
| 10 | HERITAGE POINTE 403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE POINTE | MISSION VIEJO CA | 80 | $1.8M | $34K |
