Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America 2040 Retirement Fund Mutual funds NR in their Schedule of Assets, totaling $336K 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 | HARCATUS TRI-COUNTY COMMUNITY 403(B) THRIFT PLAN FOR EMPLOYEES OF HARCATUS TRI-COUNTY COMMUNITY ACTION ORGANIZATION | DOVER OH | 127 | $2.7M | $336K |
