Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Conservative Allocation Fund {+} in their Schedule of Assets, totaling $2.3M 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 | $883K |
| 2 | 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 | $510K |
| 3 |
HAYWARD CA |
| 372 |
| $16.8M |
| $418K |
| 4 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $150K |
| 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 | $143K |
| 6 | 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 |
| 7 | A BETTER WAY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF A BETTER WAY, INC. | BERKELEY CA | 116 | $3.6M | $71K |
| 8 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $38K |
| 9 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $22K |
| 10 | QUEENS COMMUNITY HOUSE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF QUEENS COMMUNITY HOUSE, INC. | FOREST HILLS NY | 650 | $10.1M | $7K |
