Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America 2040 Retirement Fund n/a in their Schedule of Assets, totaling $1.3M 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 | COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM BELKNAP AND MERRIMACK COUNTIES, INC. | CONCORD NH | 341 | $9.2M | $933K |
| 2 | TRI-COUNTY COMMUNITY ACTION 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | BERLIN NH | 319 | $5.2M | $265K |
| 3 |
KEENE NH |
| 162 |
| $11.3M |
| $146K |
| 4 | RCAP SOLUTIONS, INC. 403(B) THRIFT PLAN FOR RCAP SOLUTIONS, INC. | WORCESTER MA | 127 | $6.6M | $2K |
