Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Mutual of America 2020 Retirement Fund " in their Schedule of Assets, totaling $16.0M 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $4.2M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $1.6M |
| 3 | JESSIE TRICE COMMUNITY HEALTH |
MIAMI FL |
| 447 |
| $18.3M |
| $1.5M |
| 4 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $1.3M |
| 5 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $1.0M |
| 6 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $981K |
| 7 | COLUMBUS NEIGHBORHOOD HEALTH C 403(B) THRIFT PLAN FOR EMPLOYEES OF COLUMBUS NEIGHBORHOOD HEALTH CENTER, INC. DBA PRIMARYONE HEALTH | COLUMBUS OH | 229 | $18.2M | $670K |
| 8 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $627K |
| 9 | JOURNEY HEALTH FOUNDATION JOURNEY HEALTH FOUNDATION, INC. 403(B) THRIFT PLAN | CHATTANOOGA TN | 4 | $8.2M | $467K |
| 10 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $272K |
