Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MoA Small Cap Value Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $20.5M 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 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 | $4.5M |
| 2 | CHUGACHMIUT 401(A) PROFIT-SHARING PLAN OF CHUGACHMIUT | ANCHORAGE AK | 113 | $7.1M | $4.0M |
| 3 | JWCH INSTITUTE, INC. |
COMMERCE CA |
| 1,201 |
| $39.7M |
| $2.4M |
| 4 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $2.0M |
| 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 | $1.2M |
| 6 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $1.1M |
| 7 | JEFFERSON-CLARION HEAD START, 403(B) THRIFT PLAN OF JEFFERSON-CLARION HEAD START, INC. | BROOKVILLE PA | 131 | $5.5M | $1.0M |
| 8 | CHILDHELP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHILDHELP, INC. | SCOTTSDALE AZ | 398 | $2.9M | $666K |
| 9 | 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 | $659K |
| 10 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $566K |
