Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Mutual of America 2025 Retirement Fund " in their Schedule of Assets, totaling $39.3M 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $10.2M |
| 2 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $4.7M |
| 3 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD |
HARTFORD CT |
| 614 |
| $15.5M |
| $1.9M |
| 4 | COLUMBUS NEIGHBORHOOD HEALTH C 403(B) THRIFT PLAN FOR EMPLOYEES OF COLUMBUS NEIGHBORHOOD HEALTH CENTER, INC. DBA PRIMARYONE HEALTH | COLUMBUS OH | 229 | $18.2M | $1.7M |
| 5 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $1.2M |
| 6 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $1.2M |
| 7 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $1.2M |
| 8 | JOURNEY HEALTH FOUNDATION JOURNEY HEALTH FOUNDATION, INC. 403(B) THRIFT PLAN | CHATTANOOGA TN | 4 | $8.2M | $1.2M |
| 9 | SECOND HARVEST FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE, INC. | NASHVILLE TN | 134 | $10.4M | $1.2M |
| 10 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $849K |
