Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MoA Aggressive Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.2M 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 | UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS TAX DEFERRED ANNUITY PLAN OF UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS | JAMAICA NY | 165 | $22.0M | $608K |
| 2 | CURATIVE CARE NETWORK, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC. | MILWAUKEE WI | 365 | $12.2M | $347K |
| 3 |
WINDSOR CT |
| 941 |
| $45.2M |
| $237K |
| 4 | BALDOR SPECIALTY FOODS, INC. BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 3,399 | $67.6M | $143K |
| 5 | TRANSITIONAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. | TONAWANDA NY | 344 | $13.8M | $136K |
| 6 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $128K |
| 7 | 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 | $96K |
| 8 | UNITED CEREBRAL PALSY ASSOCIAT 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. | PHOENIX AZ | 279 | $7.9M | $94K |
| 9 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $89K |
| 10 | HERITAGE HEALTH AND HOUSING, I 403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE HEALTH AND HOUSING, INC. | NEW YORK NY | 84 | $3.0M | $88K |
