Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Mutual of America Conservative Allocation 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 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $236K |
| 2 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $234K |
| 3 | NORTHWEST JUSTICE PROJECT |
SEATTLE WA |
| 345 |
| $52.7M |
| $194K |
| 4 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $154K |
| 5 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $146K |
| 6 | ALMA FAMILY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF ALMA FAMILY SERVICES | MONTEREY PARK CA | 198 | $7.2M | $142K |
| 7 | BLUE VALLEY COMMUNITY ACTION P 403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP | FAIRBURY NE | 104 | $2.1M | $122K |
| 8 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $118K |
| 9 | JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | PITTSBURGH PA | 154 | $8.3M | $108K |
| 10 | HEALTH CHOICE NETWORK OF FLORIDA, INC 403(B) THRIFT PLAN OF HEALTH CHOICE NETWORK OF FLORIDA, INC | MIAMI FL | 146 | $11.7M | $105K |
