Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mutual of America 2045 Retirement in their Schedule of Assets, totaling $3.9M 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 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $1.3M |
| 2 | 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 | $1.1M |
| 3 | TWINING, INC. |
LONG BEACH CA |
| 167 |
| $16.7M |
| $831K |
| 4 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN | COLUMBUS OH | 637 | $10.4M | $612K |
| 5 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $28K |
