Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MoA Small Cap Growth Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $912K 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 | $419K |
| 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 | $269K |
| 3 |
PORTLAND OR |
| 327 |
| $5.1M |
| $89K |
| 4 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $56K |
| 5 | CHILDHELP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHILDHELP, INC. | SCOTTSDALE AZ | 398 | $2.9M | $35K |
| 6 | FAMILY AND CHILDREN'S CENTER,INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY AND CHILDREN'S CENTER, INC. | SOUTH BEND IN | 98 | $4.0M | $11K |
| 7 | MARYHURST, INC. 403(B) THRIFT PLAN OF MARYHURST, INC. | LOUISVILLE KY | 272 | $8.9M | $10K |
| 8 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $10K |
| 9 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $6K |
| 10 | COMMUNITY ACTION PROGRAM FOR C 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM FOR CENTRAL ARKANSAS, INC. | CONWAY AR | 113 | $1.8M | $6K |
