Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding . MUTUAL FUND Mutual of America MoA Clear Passage 2020 Fund in their Schedule of Assets, totaling $2.6M 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 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $1.6M |
| 2 | GREATER ERIE COMMUNITY ACTION COMMITTEE GREATER ERIE COMMUNITY ACTION COMMITTEE TAX DEFERRED ANNUITY PROGRAM | ERIE PA | 134 | $11.3M | $733K |
| 3 | PEORIA PRODUCTION SHOP |
PEORIA IL |
| 236 |
| $6.1M |
| $233K |
| 4 | COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES 401(K) RETIREMENT PLAN | LINCOLN NE | 225 | $4.5M | $53K |
| 5 | WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. PENSION PLAN | NEW YORK NY | 98 | $9.8M | $3K |
