Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Mutual of America Intermediate Bond Fund - in their Schedule of Assets, totaling $6.9M 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 | ALLINA HEALTH SYSTEM DEFINED BENEFIT PENSION PLAN OF COURAGE CENTER | MINNEAPOLIS MN | 77 | $26.9M | $4.3M |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $691K |
| 3 | HOPE COMMUNITY SERVICES, INC. |
OKLAHOMA CITY OK |
| 150 |
| $5.3M |
| $350K |
| 4 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $233K |
| 5 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $151K |
| 6 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $119K |
| 7 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $115K |
| 8 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $115K |
| 9 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $115K |
| 10 | FCN BANK, NATIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCN BANK, NATIONAL ASSOCIATION | BROOKVILLE IN | 135 | $9.0M | $110K |
