Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MoA Clear Passage 2020 Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $9.5M 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 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $4.6M |
| 2 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $2.2M |
| 3 | URBAN PATHWAYS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. |
NEW YORK NY |
| 385 |
| $7.7M |
| $452K |
| 4 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $450K |
| 5 | ECONOMIC IMPROVEMENT COUNCIL, 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC IMPROVEMENT COUNCIL, INC. | EDENTON NC | 295 | $2.9M | $320K |
| 6 | JEWISH FOUNDATION FOR GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC. | ROCKVILLE MD | 455 | $3.9M | $288K |
| 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 | $277K |
| 8 | EASTERN PANHANDLE MENTAL HEALT 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS | MARTINSBURG WV | 264 | $5.7M | $268K |
| 9 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $223K |
| 10 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $166K |
