Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MoA Clear Passage 2035 Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $10.0M 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 | $3.2M |
| 2 | 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 | $1.2M |
| 3 | THE CONNECTION, INC. |
MIDDLETOWN CT |
| 425 |
| $21.1M |
| $1.1M |
| 4 | MARYHURST, INC. 403(B) THRIFT PLAN OF MARYHURST, INC. | LOUISVILLE KY | 272 | $8.9M | $974K |
| 5 | JEWISH FOUNDATION FOR GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC. | ROCKVILLE MD | 455 | $3.9M | $618K |
| 6 | ECONOMIC IMPROVEMENT COUNCIL, 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC IMPROVEMENT COUNCIL, INC. | EDENTON NC | 295 | $2.9M | $397K |
| 7 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $371K |
| 8 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $361K |
| 9 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $282K |
| 10 | JEFFERSON-CLARION HEAD START, 403(B) THRIFT PLAN OF JEFFERSON-CLARION HEAD START, INC. | BROOKVILLE PA | 131 | $5.5M | $250K |
