Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Mutual of America Bond Fund - in their Schedule of Assets, totaling $3.2M 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 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $345K |
| 2 | PEOPLE, INCORPORATED 403(B) THRIFT PLAN FOR EMPLOYEES OF PEOPLE, INCORPORATED | FALL RIVER MA | 281 | $8.6M | $225K |
| 3 | CAYUGA HOME FOR CHILDREN DBA C |
AUBURN NY |
| 1,031 |
| $21.2M |
| $210K |
| 4 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $133K |
| 5 | JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | PITTSBURGH PA | 154 | $8.3M | $117K |
| 6 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $111K |
| 7 | GIRL SCOUTS OF EASTERN MISSOUR 403(B) THRIFT PLAN OF GIRL SCOUTS OF EASTERN MISSOURI, INC. | SAINT LOUIS MO | 135 | $8.5M | $111K |
| 8 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $104K |
| 9 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $95K |
| 10 | TLC-THE TREATMENT AND LEARNING CENTERS INC. THE TREATMENT & LEARNING CENTERS INC. 403B TAX DEFERRED ANNUITY PLAN | ROCKVILLE MD | 229 | $11.9M | $92K |
