Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MoA Small Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $17.9M 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 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $5.2M |
| 2 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $3.9M |
| 3 | THE CONNECTION, INC. |
MIDDLETOWN CT |
| 425 |
| $21.1M |
| $2.0M |
| 4 | 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 | $1.3M |
| 5 | GOODWILL INDUSTRIES OF SOUTHER 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN NEW ENGLAND, INC. | NORTH HAVEN CT | 904 | $10.2M | $939K |
| 6 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $761K |
| 7 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $707K |
| 8 | 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 |
| 9 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $401K |
| 10 | GULF COAST PRE-STRESS PARTNERS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GULF COAST PRE-STRESS PARTNERS, LTD. | PASS CHRISTIAN MS | 325 | $12.7M | $293K |
