Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MoA Moderate Allocation Fund Pooled separate account in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $1.2M |
| 2 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $913K |
| 3 | COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. |
LANCASTER PA |
| 297 |
| $10.9M |
| $361K |
| 4 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $231K |
| 5 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $106K |
| 6 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $59K |
| 7 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $50K |
| 8 | OPERATION KINDNESS 403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS | CARROLLTON TX | 189 | $2.1M | $18K |
| 9 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $11K |
| 10 | THE JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 403(B) THRIFT PLAN - THE J | OVERLAND PARK KS | 591 | $8.7M | $3K |
