Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Clear Passage 2020 Fund 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 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $507K |
| 2 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $372K |
| 3 | CATHOLIC CHARITIES OF SOUTHERN |
LAS VEGAS NV |
| 312 |
| $9.6M |
| $249K |
| 4 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $183K |
| 5 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $2K |
