Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mutual of America 2040 Retirement in their Schedule of Assets, totaling $4.1M 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 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $2.0M |
| 2 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN | COLUMBUS OH | 637 | $10.4M | $992K |
| 3 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS |
BELLEVILLE IL |
| 567 |
| $10.7M |
| $578K |
| 4 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $443K |
| 5 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $53K |
