Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MoA Intermediate Bond Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $516K 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 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $202K |
| 2 | GOODWILL INDUSTRIES OF SOUTHER 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN NEW ENGLAND, INC. | NORTH HAVEN CT | 904 | $10.2M | $138K |
| 3 | TRANSITIONAL SERVICES, INC. |
TONAWANDA NY |
| 344 |
| $13.8M |
| $45K |
| 4 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $43K |
| 5 | ROBISON JEWISH HOME 403(B) THRIFT PLAN OF ROBISON JEWISH HOME | PORTLAND OR | 24 | $2.7M | $24K |
| 6 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $19K |
| 7 | CARE SOUTH 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARE SOUTH | BATON ROUGE LA | 183 | $4.8M | $12K |
| 8 | 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 | $11K |
| 9 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $7K |
| 10 | 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 | $6K |
