Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.5M 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 | UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS TAX DEFERRED ANNUITY PLAN OF UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS | JAMAICA NY | 165 | $22.0M | $496K |
| 2 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $472K |
| 3 |
BRONX NY |
| 3,399 |
| $67.6M |
| $266K |
| 4 | PANCARE OF FLORIDA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC. | PANAMA CITY FL | 501 | $14.2M | $214K |
| 5 | HOSPICE OF SANTA CRUZ COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY | SCOTTS VALLEY CA | 163 | $14.1M | $198K |
| 6 | TRANSITIONAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. | TONAWANDA NY | 344 | $13.8M | $124K |
| 7 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $102K |
| 8 | UNITED CEREBRAL PALSY ASSOCIAT 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. | PHOENIX AZ | 279 | $7.9M | $93K |
| 9 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $87K |
| 10 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $83K |
