Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Interest Accumulation Account Fixed annuity contract in their Schedule of Assets, totaling $4.9M 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 | UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC. | ROCHESTER NY | 101 | $14.1M | $4.2M |
| 2 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $384K |
| 3 |
CORTLAND NY |
| 350 |
| $3.3M |
| $311K |
