Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mutual of America Equity Index Fund Mutual fund in their Schedule of Assets, totaling $7.1M 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 | MCLARTY AUTOMOTIVE GROUP, LLC 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MCLARTY AUTOMOTIVE GROUP, LLC | LITTLE ROCK AR | 1,907 | $67.6M | $4.2M |
| 2 | CADDELL DRY DOCK AND REPAIR CO THE CADDELL DRY DOCK AND REPAIR CO., INC. 401(K) PLAN | STATEN ISLAND NY | 193 | $11.8M | $1.7M |
| 3 | CHILD CARE ASSOCIATES |
FORT WORTH TX |
| 419 |
| $17.0M |
| $460K |
| 4 | MEALS ON WHEELS AND MORE, INC. EMPLOYEE BENEFIT PLAN OF MEALS ON WHEELS AND MORE, INC. | AUSTIN TX | 253 | $5.9M | $297K |
| 5 | PORT RESOURCES PORT RESOURCES SAVINGS AND RETIREMENT PLAN | SOUTH PORTLAND ME | 207 | $3.4M | $149K |
| 6 | WAYPOINT MAINE, INC. WAYPOINT MAINE, INC. 403(B) PLAN | SANFORD ME | 428 | $5.8M | $93K |
| 7 | UNITED COMMUNITY ACTION NETWORK EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY ACTION NETWORK | ROSEBURG OR | 207 | $4.6M | $71K |
| 8 | VICTORY HUMAN SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VICTORY HUMAN SERVICES, INC. | DORCHESTER CENTER MA | 95 | $1.8M | $40K |
| 9 | CAROLINA COMMUNITY ACTIONS, INC. CAROLINA COMMUNITY ACTIONS 403(B) PLAN | ROCK HILL SC | 140 | $6.5M | $4K |
