Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MoA Clear Passage 2035 Fund Mutual fund in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALMADEN COUNTRY DAY SCHOOL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALMADEN COUNTRY DAY SCHOOL | SAN JOSE CA | 103 | $12.9M | $1.7M |
| 2 | URBAN RESOURCE INSTITUTE URI EMPLOYEE'S RETIREMENT PENSION PLAN | NEW YORK NY | 596 | $15.9M | $1.6M |
| 3 | MEYER, LYTTON, ALLEN, WHITAKER |
AUSTIN TX |
| 144 |
| $10.9M |
| $1.6M |
| 4 | MID MICHIGAN COMMUNITY ACTION MID MICHIGAN COMMUNITY ACTION AGENCY, INC. EMPLOYEE RETIREMENT PLAN | FARWELL MI | 180 | $5.5M | $777K |
| 5 | GOODWILL OF THE COASTAL EMPIRE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF THE COASTAL EMPIRE, INC. | SAVANNAH GA | 932 | $4.7M | $520K |
| 6 | FLORENCE CRITTENTON SERVICES OF ORANGE COUNTY FLORENCE CRITTENTON SERVICES 403(B) PLAN | FULLERTON CA | 421 | $11.2M | $511K |
| 7 | ACME BLOCK & BRICK, INC. EMPLOYEE BENEFIT PLAN OF ACME BLOCK & BRICK, INC. | KINGSTON TN | 209 | $2.3M | $422K |
| 8 | RICHCROFT, INC. EMPLOYEE BENEFIT PLAN OF RICHCROFT, INC. | SPARKS MD | 610 | $6.0M | $403K |
