Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Mutual of America Aggressive Allocation 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 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $581K |
| 2 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $441K |
| 3 | VISITING NURSE AND HOSPICE CAR |
SANTA BARBARA CA |
| 148 |
| $21.9M |
| $383K |
| 4 | JUNEAU YOUTH SERVICES, INC. 403(B) THRIFT PLAN OF JUNEAU YOUTH SERVICES, INC. | JUNEAU AK | 0 | $0 | $256K |
| 5 | COLUMBUS NEIGHBORHOOD HEALTH C 403(B) THRIFT PLAN FOR EMPLOYEES OF COLUMBUS NEIGHBORHOOD HEALTH CENTER, INC. DBA PRIMARYONE HEALTH | COLUMBUS OH | 229 | $18.2M | $124K |
| 6 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $120K |
| 7 | CLINICA MONSENOR OSCAR A. ROMERO 403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO | LOS ANGELES CA | 270 | $3.8M | $119K |
| 8 | 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 | $90K |
| 9 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $88K |
| 10 | COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. | SAINT PAUL MN | 145 | $3.0M | $85K |
