Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Mutual of America 2025 Retirement Fund - in their Schedule of Assets, totaling $22.5M 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 | $8.9M |
| 2 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $1.2M |
| 3 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN |
PASADENA CA |
| 377 |
| $18.9M |
| $1.2M |
| 4 | EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES EOCF 401K RETIREMENT SAVINGS PLAN | VANCOUVER WA | 276 | $11.2M | $1.1M |
| 5 | THE GUIDANCE CENTER THE GUIDANCE CENTER 403(B) RETIREMENT PLAN | LONG BEACH CA | 180 | $12.1M | $1.0M |
| 6 | NAVAJO AGRICULTURAL PRODUCTS INDUSTRY SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NAVAJO AGRICULTURAL PRODUCTS INDUSTRY | FARMINGTON NM | 396 | $8.7M | $842K |
| 7 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $767K |
| 8 | 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 | $730K |
| 9 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $695K |
| 10 | 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 | $634K |
