Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding . MUTUAL FUND Mutual of America MoA Clear Passage 2030 Fund in their Schedule of Assets, totaling $9.3M 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 | $3.9M |
| 2 | GREATER ERIE COMMUNITY ACTION COMMITTEE GREATER ERIE COMMUNITY ACTION COMMITTEE TAX DEFERRED ANNUITY PROGRAM | ERIE PA | 134 | $11.3M | $2.8M |
| 3 | HERALD CHRISTIAN HEALTH CENTER |
EL MONTE CA |
| 221 |
| $11.1M |
| $697K |
| 4 | GULFSTREAM GOODWILL INDUSTRIES 403(B) THRIFT PLAN OF GULFSTREAM GOODWILL, INC. | WEST PALM BEACH FL | 679 | $8.4M | $673K |
| 5 | 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 | $518K |
| 6 | COLUMBIA VANTAGE HOUSE COLUMBIA VANTAGE HOUSE CORPORATION 403(B) TDA PLAN | COLUMBIA MD | 253 | $4.5M | $487K |
| 7 | PEORIA PRODUCTION SHOP PEORIA PRODUCTION SHOP RETIREMENT PLAN | PEORIA IL | 236 | $6.1M | $237K |
| 8 | WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. PENSION PLAN | NEW YORK NY | 98 | $9.8M | $14K |
