Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Mutual of America 2040 Retirement Fund - in their Schedule of Assets, totaling $28.3M 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 | UNITED CEREBRAL PALSY OF NEW 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 1,332 | $46.4M | $2.7M |
| 2 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $2.7M |
| 3 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC |
WEST BURLINGTON IA |
| 200 |
| $16.1M |
| $2.0M |
| 4 | EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES EOCF 401K RETIREMENT SAVINGS PLAN | VANCOUVER WA | 276 | $11.2M | $1.6M |
| 5 | IMPRIMIS PHARMACEUTICALS, INC. IMPRIMIS PHARMACEUTICALS 401(K) PLAN | SAN DIEGO CA | 128 | $5.5M | $1.5M |
| 6 | THE GUIDANCE CENTER THE GUIDANCE CENTER 403(B) RETIREMENT PLAN | LONG BEACH CA | 180 | $12.1M | $1.4M |
| 7 | HEALTH CHOICE NETWORK OF FLORIDA, INC 403(B) THRIFT PLAN OF HEALTH CHOICE NETWORK OF FLORIDA, INC | MIAMI FL | 146 | $11.7M | $1.4M |
| 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 | $1.3M |
| 9 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $1.2M |
| 10 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $1.2M |
