Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Mutual of America 2020 Retirement Fund - in their Schedule of Assets, totaling $7.2M 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 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 1,332 | $46.4M | $2.1M |
| 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 | $1.5M |
| 3 | HILLSIDES |
PASADENA CA |
| 377 |
| $18.9M |
| $627K |
| 4 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $268K |
| 5 | HILL COUNTRY COMMUNITY ACTION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILL COUNTRY COMMUNITY ACTION ASSOCIATION, INC. | SAN SABA TX | 182 | $4.5M | $230K |
| 6 | JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | PITTSBURGH PA | 154 | $8.3M | $209K |
| 7 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $146K |
| 8 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $132K |
| 9 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $128K |
| 10 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $120K |
