Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America Interest Accumulation Account Group annuity contract in their Schedule of Assets, totaling $4.5M 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 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $3.1M |
| 2 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $1.4M |
