Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Mutual of America 2015 Retirement Fund in their Schedule of Assets, totaling $3.7M 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 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $1.6M |
| 2 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $733K |
| 3 | HILL COUNTRY COMMUNITY ACTION |
SAN SABA TX |
| 182 |
| $4.5M |
| $533K |
| 4 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $156K |
| 5 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $140K |
| 6 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $134K |
| 7 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $129K |
| 8 | OUR LADY OF THE WAYSIDE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. | AVON OH | 370 | $5.0M | $101K |
| 9 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $22K |
| 10 | COMMUNITY LIVING OPTIONS 403(B) THRIFT PLAN OF COMMUNITY LIVING OPTIONS | KALAMAZOO MI | 156 | $3.9M | $20K |
