Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Mutual of America Conservative Allocation in their Schedule of Assets, totaling $1.5M 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 | TRI-COUNTY OPPORTUNITIES COUNCIL 403(B) THRIFT PLAN FOR TRI-COUNTY OPPORTUNITIES COUNCIL | ROCK FALLS IL | 167 | $6.9M | $402K |
| 2 | 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 | $272K |
| 3 | COLUMBUS NEIGHBORHOOD HEALTH C |
COLUMBUS OH |
| 229 |
| $18.2M |
| $136K |
| 4 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $124K |
| 5 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $124K |
| 6 | THE MIDDLE GEORGIA COMMUNITY A 403(B) THRIFT PLAN FOR EMPLOYEES OF THE MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. | WARNER ROBINS GA | 266 | $4.5M | $114K |
| 7 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $112K |
| 8 | CLINICA MONSENOR OSCAR A. ROMERO 403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO | LOS ANGELES CA | 270 | $3.8M | $53K |
| 9 | HILL COUNTRY COMMUNITY ACTION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILL COUNTRY COMMUNITY ACTION ASSOCIATION, INC. | SAN SABA TX | 182 | $4.5M | $47K |
| 10 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $37K |
