Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Mutual of America Clear Passage 2020 Fund - in their Schedule of Assets, totaling $15.5M 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 | VISITING NURSE ASSOCIATION OF BOSTON, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION, INC. | WORCESTER MA | 178 | $40.5M | $4.5M |
| 2 | CARE FOR THE HOMELESS CARE FOR THE HOMELESS RETIREMENT PLAN | NEW YORK NY | 368 | $8.5M | $2.2M |
| 3 | UNITED CEREBRAL PALSY OF NEW |
NEW YORK NY |
| 2,471 |
| $60.2M |
| $1.6M |
| 4 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $1.5M |
| 5 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $1.1M |
| 6 | COMMUNITY SERVICES FOR CHILDREN INC. COMMUNITY SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN | ALLENTOWN PA | 418 | $20.2M | $1.1M |
| 7 | COMMUNITY RESIDENCES, INC. COMMUNITY RESIDENCES RETIREMENT PLAN | CHANTILLY VA | 447 | $16.7M | $622K |
| 8 | COMMUNITY ACTION PROGRAM, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA | COVINGTON IN | 126 | $3.4M | $473K |
| 9 | TRI-COUNTY OPPORTUNITIES COUNCIL 403(B) THRIFT PLAN FOR TRI-COUNTY OPPORTUNITIES COUNCIL | ROCK FALLS IL | 167 | $6.9M | $264K |
| 10 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $233K |
