Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.9M 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 | SECOND HARVEST FOOD BANK OF CE 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, INC. | ORLANDO FL | 227 | $7.9M | $411K |
| 2 | THE NATIVE AMERICAN REHABILITA NARA 401(K) SAVINGS PLAN | PORTLAND OR | 343 | $10.1M | $351K |
| 3 | CHAUTAUQUA OPPORTUNITIES, INC. |
DUNKIRK NY |
| 239 |
| $5.6M |
| $340K |
| 4 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $318K |
| 5 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $303K |
| 6 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $227K |
| 7 | HOSPICE OF SANTA CRUZ COUNTY 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY | SCOTTS VALLEY CA | 163 | $14.1M | $197K |
| 8 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $164K |
| 9 | COBB B. LLC EMPLOYEE BENEFIT PLAN OF COBB B. LLC | NEW YORK NY | 265 | $10.5M | $159K |
| 10 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $148K |
