Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America Life Insurance Company** Mutual of America Aggressive Allocation Fund in their Schedule of Assets, totaling $2.1M 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 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $692K |
| 2 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $292K |
| 3 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY |
GLENDALE CA |
| 217 |
| $25.7M |
| $214K |
| 4 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $195K |
| 5 | FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN | STOCKTON CA | 198 | $13.0M | $194K |
| 6 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $160K |
| 7 | A BETTER WAY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF A BETTER WAY, INC. | BERKELEY CA | 116 | $3.6M | $93K |
| 8 | THIRD WAY CENTER, INC. THIRD WAY CENTER, INC. 403(B) PLAN | DENVER CO | 178 | $6.8M | $72K |
| 9 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $57K |
| 10 | QUEENS COMMUNITY HOUSE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF QUEENS COMMUNITY HOUSE, INC. | FOREST HILLS NY | 650 | $10.1M | $49K |
