Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Conservative Allocation Fund in their Schedule of Assets, totaling $173K 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 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $73K |
| 2 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $34K |
| 3 | EVIDENT CHANGE |
OAKLAND CA |
| 113 |
| $13.5M |
| $29K |
| 4 | PALLADIA, INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF PALLADIA, INC. | NEW YORK NY | 46 | $2.9M | $28K |
| 5 | CALIFORNIA CHILDREN'S ACADEMY 403(B) THRIFT PLAN FOR EMPLOYEES OF CALIFORNIA CHILDREN'S ACADEMY | LOS ANGELES CA | 202 | $1.6M | $6K |
| 6 | NEAR NORTH HEALTH SERVICE CORP 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 237 | $6.1M | $3K |
