Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MoA Clear Passage 2020 Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $11.7M 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 | BALDOR SPECIALTY FOODS, INC. BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 3,399 | $67.6M | $5.6M |
| 2 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $1.1M |
| 3 | GOODWILL INDUSTRIES OF SOUTHER |
NORTH HAVEN CT |
| 904 |
| $10.2M |
| $526K |
| 4 | SECOND HARVEST FOOD BANK OF CE 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, INC. | ORLANDO FL | 227 | $7.9M | $488K |
| 5 | CURATIVE CARE NETWORK, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC. | MILWAUKEE WI | 365 | $12.2M | $473K |
| 6 | PANCARE OF FLORIDA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC. | PANAMA CITY FL | 501 | $14.2M | $457K |
| 7 | THE NATIVE AMERICAN REHABILITA NARA 401(K) SAVINGS PLAN | PORTLAND OR | 343 | $10.1M | $436K |
| 8 | HOSPICE OF SANTA CRUZ COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY | SCOTTS VALLEY CA | 163 | $14.1M | $431K |
| 9 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $422K |
| 10 | ECONOMIC IMPROVEMENT COUNCIL, 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC IMPROVEMENT COUNCIL, INC. | EDENTON NC | 295 | $2.9M | $320K |
