Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MoA Clear Passage 2030 Fund . Mutual of America MUTUAL FUND in their Schedule of Assets, totaling $5.9M 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 | KENDAL-CROSSLANDS COMMUNITIES KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN | KENNETT SQUARE PA | 778 | $33.4M | $3.0M |
| 2 | PRINCE WILLIAM SOUND AQUACULTU PRINCE WILLIAM SOUND AQUACULTURE CORPORATION 403(B) RETIREMENT PLAN | CORDOVA AK | 87 | $5.8M | $1.4M |
| 3 | THRIVE WELLNESS AND RECOVERY INC |
WATERTOWN NY |
| 309 |
| $6.0M |
| $1.2M |
| 4 | GOODWILL INDUSTRIES OF CENTRAL GOODWILL INDUSTRIES OF CENTRAL ILLINOIS, INC. SAFE HARBOR 401(K) PLAN | PEORIA IL | 263 | $3.0M | $265K |
