Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding MoA Clear Passage 2040 Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $11.4M 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 | $3.3M |
| 2 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $2.3M |
| 3 | 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 |
| $1.3M |
| 4 | MARYHURST, INC. 403(B) THRIFT PLAN OF MARYHURST, INC. | LOUISVILLE KY | 272 | $8.9M | $755K |
| 5 | JEFFERSON-CLARION HEAD START, 403(B) THRIFT PLAN OF JEFFERSON-CLARION HEAD START, INC. | BROOKVILLE PA | 131 | $5.5M | $571K |
| 6 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $462K |
| 7 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $450K |
| 8 | FAMILY AND CHILDREN'S CENTER,INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY AND CHILDREN'S CENTER, INC. | SOUTH BEND IN | 98 | $4.0M | $356K |
| 9 | CATHOLIC CHARITIES, DIOCESE OF 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES, DIOCESE OF OAKLAND | OAKLAND CA | 49 | $3.2M | $318K |
| 10 | JEWISH FOUNDATION FOR GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC. | ROCKVILLE MD | 455 | $3.9M | $240K |
