Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MoA Core Bond Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $9.1M 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 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $1.9M |
| 2 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $1.8M |
| 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 |
| $1.2M |
| 4 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $778K |
| 5 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $739K |
| 6 | URBAN PATHWAYS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 385 | $7.7M | $723K |
| 7 | THE ARC OF BUTLER COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF BUTLER COUNTY | BUTLER PA | 119 | $3.2M | $348K |
| 8 | CHUGACHMIUT 401(A) PROFIT-SHARING PLAN OF CHUGACHMIUT | ANCHORAGE AK | 113 | $7.1M | $270K |
| 9 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $232K |
| 10 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $199K |
