Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 88 U.S. retirement plans report holding Mutual of America 2040 Retirement Fund " in their Schedule of Assets, totaling $62.3M 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 | $9.7M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $7.1M |
| 3 | WHEELER CLINIC, INC. |
BRISTOL CT |
| 1,180 |
| $57.3M |
| $4.1M |
| 4 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $2.8M |
| 5 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $2.7M |
| 6 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $1.7M |
| 7 | COLUMBUS NEIGHBORHOOD HEALTH C 403(B) THRIFT PLAN FOR EMPLOYEES OF COLUMBUS NEIGHBORHOOD HEALTH CENTER, INC. DBA PRIMARYONE HEALTH | COLUMBUS OH | 229 | $18.2M | $1.5M |
| 8 | MARYVALE SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE | ROSEMEAD CA | 153 | $14.1M | $1.5M |
| 9 | IMPRIMIS PHARMACEUTICALS, INC. IMPRIMIS PHARMACEUTICALS 401(K) PLAN | SAN DIEGO CA | 128 | $5.5M | $1.5M |
| 10 | HILLSIDE INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILLSIDE INC. | ATLANTA GA | 260 | $13.0M | $1.4M |
