Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MoA Small Cap Value Fund Pooled separate account in their Schedule of Assets, totaling $607K 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 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $231K |
| 2 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $121K |
| 3 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE |
SACRAMENTO CA |
| 366 |
| $6.0M |
| $105K |
| 4 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $69K |
| 5 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $35K |
| 6 | COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. | LANCASTER PA | 297 | $10.9M | $30K |
| 7 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $8K |
| 8 | OPERATION KINDNESS 403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS | CARROLLTON TX | 189 | $2.1M | $4K |
| 9 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $2K |
| 10 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $1K |
