Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding MoA Clear Passage 2030 Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $14.2M 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 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $3.0M |
| 2 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $2.7M |
| 3 | URBAN PATHWAYS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. |
NEW YORK NY |
| 385 |
| $7.7M |
| $1.8M |
| 4 | COMMUNITY ACTION COUNCIL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES | LEXINGTON KY | 463 | $20.0M | $1.0M |
| 5 | 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 | $854K |
| 6 | MARYHURST, INC. 403(B) THRIFT PLAN OF MARYHURST, INC. | LOUISVILLE KY | 272 | $8.9M | $763K |
| 7 | JEFFERSON-CLARION HEAD START, 403(B) THRIFT PLAN OF JEFFERSON-CLARION HEAD START, INC. | BROOKVILLE PA | 131 | $5.5M | $457K |
| 8 | CASA CENTRAL SOCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA CENTRAL SOCIAL SERVICES CORPORATION | CHICAGO IL | 652 | $3.6M | $457K |
| 9 | ECONOMIC IMPROVEMENT COUNCIL, 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC IMPROVEMENT COUNCIL, INC. | EDENTON NC | 295 | $2.9M | $398K |
| 10 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $396K |
