Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Mutual of America Conservative Allocation Fund - in their Schedule of Assets, totaling $7.9M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $2.6M |
| 2 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $834K |
| 3 | OHIO BRIDGE MANUFACTURING LTD. |
CAMBRIDGE OH |
| 79 |
| $6.0M |
| $373K |
| 4 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $324K |
| 5 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $254K |
| 6 | COMMUNITY ACTION NACOGDOCHES, 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION NACOGDOCHES, INC. D/B/A GREATER EAST TX COMMUNITY ACTION PROGRA | NACOGDOCHES TX | 205 | $2.0M | $214K |
| 7 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $194K |
| 8 | WORCESTER COMMUNITY ACTION COU 403(B) THRIFT PLAN FOR EMPLOYEES OF WORCESTER COMMUNITY ACTION COUNCIL, INC. | WORCESTER MA | 165 | $4.5M | $190K |
| 9 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $177K |
| 10 | 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 |
