Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MoA Clear Passage 2040 Fund . Mutual of America MUTUAL FUND in their Schedule of Assets, totaling $3.0M 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 | KENDAL-CROSSLANDS COMMUNITIES KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN | KENNETT SQUARE PA | 778 | $33.4M | $2.1M |
| 2 | THRIVE WELLNESS AND RECOVERY INC THRIVE WELLNESS AND RECOVERY INC. 401(K) PROFIT SHARING PLAN | WATERTOWN NY | 309 | $6.0M | $625K |
| 3 | GOODWILL INDUSTRIES OF CENTRAL |
PEORIA IL |
| 263 |
| $3.0M |
| $228K |
| 4 | PRINCE WILLIAM SOUND AQUACULTU PRINCE WILLIAM SOUND AQUACULTURE CORPORATION 403(B) RETIREMENT PLAN | CORDOVA AK | 87 | $5.8M | $19K |
