Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mutual of America 2055 Retirement in their Schedule of Assets, totaling $2.6M 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 | $1.2M |
| 2 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $616K |
| 3 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN |
COLUMBUS OH |
| 637 |
| $10.4M |
| $451K |
| 4 | 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 | $324K |
| 5 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $30K |
