Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Mutual of America 2030 Retirement Fund - in their Schedule of Assets, totaling $29.6M 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 | $4.1M |
| 2 | EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES EOCF 401K RETIREMENT SAVINGS PLAN | VANCOUVER WA | 276 | $11.2M | $2.3M |
| 3 | THE CONNECTION, INC. |
MIDDLETOWN CT |
| 425 |
| $21.1M |
| $1.9M |
| 4 | 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 | $1.8M |
| 5 | HOSPICE OF DAVIDSON COUNTY, NO 403(B) THRIFT PLAN FOR HOSPICE OF DAVIDSON COUNTY, NORTH CAROLINA, INC. | LEXINGTON NC | 117 | $6.9M | $1.5M |
| 6 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $1.4M |
| 7 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $1.3M |
| 8 | PARTNERSHIP FOR FAMILIES, CHILDREN AND ADULTS INC 403(B) THRIFT PLAN FOR EMPLOYEES OF PARTNERSHIP FOR FAMILIES, CHILDREN AND ADULTS, INC. | CHATTANOOGA TN | 91 | $3.7M | $1.0M |
| 9 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $991K |
| 10 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $970K |
