Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MoA Clear Passage 2035 Fund . Mutual of America MUTUAL FUND in their Schedule of Assets, totaling $4.7M 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 | $2.7M |
| 2 | PRINCE WILLIAM SOUND AQUACULTU PRINCE WILLIAM SOUND AQUACULTURE CORPORATION 403(B) RETIREMENT PLAN | CORDOVA AK | 87 | $5.8M | $934K |
| 3 | THRIVE WELLNESS AND RECOVERY INC |
WATERTOWN NY |
| 309 |
| $6.0M |
| $781K |
| 4 | GOODWILL INDUSTRIES OF CENTRAL GOODWILL INDUSTRIES OF CENTRAL ILLINOIS, INC. SAFE HARBOR 401(K) PLAN | PEORIA IL | 263 | $3.0M | $143K |
| 5 | COASTAL FAMILY HEALTH CENTER,INC COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN | GULFPORT MS | 528 | $10.3M | $67K |
| 6 | TIMBERLAND HOME CENTER, INC. TIMBERLAND HOME CENTER, INC. DBA TIMBERLAND LUMBER COMPANY 401(K) SAVINGS PLAN | BRAZIL IN | 164 | $3.9M | $67K |
