Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Mutual of America 2065 Retirement Fund - in their Schedule of Assets, totaling $1.4M 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 | GIRL SCOUTS OF EASTERN MISSOUR 403(B) THRIFT PLAN OF GIRL SCOUTS OF EASTERN MISSOURI, INC. | SAINT LOUIS MO | 135 | $8.5M | $152K |
| 2 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $136K |
| 3 | CHRISTIAN SOCIAL SERVICES OF I |
BELLEVILLE IL |
| 567 |
| $10.7M |
| $128K |
| 4 | THE GUIDANCE CENTER THE GUIDANCE CENTER 403(B) RETIREMENT PLAN | LONG BEACH CA | 180 | $12.1M | $103K |
| 5 | OUR LADY OF THE WAYSIDE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. | AVON OH | 370 | $5.0M | $82K |
| 6 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $80K |
| 7 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $69K |
| 8 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $66K |
| 9 | BERKSHIRE FARM CENTER 403(B) PLAN 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH | CANAAN NY | 306 | $7.2M | $62K |
| 10 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $52K |
