Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Equity Index Fund * Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $1.1M 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 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $552K |
| 2 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $464K |
| 3 | INCOMPASS HUMAN SERVICES, INC. |
CHELMSFORD MA |
| 167 |
| $899K |
| $88K |
