Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.3M 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 | EASTERN PANHANDLE MENTAL HEALT 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS | MARTINSBURG WV | 264 | $5.7M | $1.4M |
| 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 | $464K |
| 3 |
SOUTH BURLINGTON VT |
| 144 |
| $12.6M |
| $173K |
| 4 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $106K |
| 5 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $35K |
| 6 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $34K |
| 7 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $27K |
| 8 | CATHOLIC CHARITIES, DIOCESE OF 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES, DIOCESE OF OAKLAND | OAKLAND CA | 49 | $3.2M | $15K |
| 9 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $8K |
| 10 | DOWNEAST COMMUNITY PARTNERS 403(B) THRIFT PLAN FOR EMPLOYEES OF DOWNEAST COMMUNITY PARTNERS | ELLSWORTH ME | 145 | $2.6M | $6K |
