Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Clear Passage 2040 Fund in their Schedule of Assets, totaling $6.4M 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 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $1.7M |
| 2 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $1.1M |
| 3 | ASIAN AMERICAN HEALTH COALITION |
HOUSTON TX |
| 210 |
| $6.8M |
| $799K |
| 4 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $789K |
| 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 | $740K |
| 6 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $470K |
| 7 | 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 | $299K |
| 8 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $257K |
| 9 | A BETTER WAY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF A BETTER WAY, INC. | BERKELEY CA | 116 | $3.6M | $202K |
| 10 | SOUTHEAST COMMUNITY HEALTH SYSTEMS SOUTHEAST COMMUNITY HEALTH SYSTEMS 403(B) PLAN | ZACHARY LA | 106 | $2.9M | $36K |
