Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Mutual of America Life Insurance Company MoA Clear Passage 2040 Fund in their Schedule of Assets, totaling $13.8M 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 | PLAZA DE LA RAZA CHILD DEVELOPMENTAL SERVICES, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PLAZA DE LA RAZA CHILD DEVELOPMENT SERVICES, INC. | CITY OF INDUSTRY CA | 181 | $47.2M | $4.6M |
| 2 | A P R CONSULTING, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC. | DIAMOND BAR CA | 1,356 | $19.8M | $2.0M |
| 3 |
DAVENPORT IA |
| 496 |
| $27.9M |
| $1.5M |
| 4 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $788K |
| 5 | GULF COAST PRE-STRESS PARTNERS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GULF COAST PRE-STRESS PARTNERS, LTD. | PASS CHRISTIAN MS | 325 | $12.7M | $731K |
| 6 | TAPESTRY 360 HEALTH SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF TAPESTRY 360 HEALTH | CHICAGO IL | 246 | $13.0M | $712K |
| 7 | LIGHTHOUSE FOR THE BLIND AND V SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | SAN FRANCISCO CA | 203 | $13.1M | $670K |
| 8 | HAYNES FAMILY OF PROGRAMS, INC 403(B) THRIFT PLAN OF HAYNES FAMILY OF PROGRAMS, INC. | LA VERNE CA | 399 | $8.1M | $589K |
| 9 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $531K |
| 10 | UNION STATION HOMELESS SERVICES 403(B) THRIFT PLAN FOR UNION STATION HOMELESS SERVICES | PASADENA CA | 315 | $8.0M | $448K |
