Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loan Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $411K 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 FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $122K |
| 2 | FAMILY AND CHILDREN'S CENTER,INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY AND CHILDREN'S CENTER, INC. | SOUTH BEND IN | 98 | $4.0M | $73K |
| 3 |
BRONX NY |
| 3,399 |
| $67.6M |
| $60K |
| 4 | COBB B. LLC EMPLOYEE BENEFIT PLAN OF COBB B. LLC | NEW YORK NY | 265 | $10.5M | $53K |
| 5 | COMMUNITY ACTION PROGRAM FOR C 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM FOR CENTRAL ARKANSAS, INC. | CONWAY AR | 113 | $1.8M | $53K |
| 6 | THE WELLSPRING ALLIANCE FOR FA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE WELLSPRING ALLIANCE FOR FAMILIES, INC. | MONROE LA | 97 | $3.0M | $50K |
