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 Mutual of America Interest Accumulation Account in their Schedule of Assets, totaling $124.8M 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 | $11.1M |
| 2 | BERKSHIRE COUNTY ARC, INC. 403(B) THRIFT PLAN OF BERKSHIRE COUNTY ARC, INC. | PITTSFIELD MA | 1,674 | $18.9M | $10.4M |
| 3 | HEART OF TEXAS BEHAVIORAL HEAL |
WACO TX |
| 449 |
| $46.6M |
| $6.4M |
| 4 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $6.2M |
| 5 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $6.1M |
| 6 | CAMBRIA COUNTY ASSOCIATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CAMBRIA COUNTY ASSOCIATION FOR THE BLIND & HANDICAPPED | JOHNSTOWN PA | 412 | $15.2M | $5.2M |
| 7 | 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 | $4.4M |
| 8 | UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC. | ROCHESTER NY | 101 | $14.1M | $4.3M |
| 9 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $4.1M |
| 10 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 403(B) THRIFT PLAN OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 483 | $13.4M | $3.8M |
