Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mutual of America Life Insurance Company 2040 Retirement Fund - in their Schedule of Assets, totaling $3.1M 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 | GOODWILL INDUSTRIES OF THE HEA 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF THE HEARTLAND | CEDAR RAPIDS IA | 1,080 | $28.4M | $1.4M |
| 2 | KELL WEST REGIONAL HOSPITAL, LLC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KELL WEST REGIONAL HOSPITAL, LLC | WICHITA FALLS TX | 161 | $8.0M | $881K |
| 3 | THE ARC OF VENTURA COUNTY, INC |
VENTURA CA |
| 202 |
| $13.0M |
| $504K |
| 4 | THE ALLIANCE HOME 403(B) THRIFT PLAN OF THE ALLIANCE HOME DBA CHAPEL POINTE AT CARLISLE | CARLISLE PA | 223 | $4.2M | $199K |
| 5 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $44K |
| 6 | WELLLIFE NETWORK INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | NEW HYDE PARK NY | 167 | $9.5M | $41K |