Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Core Bond Fund {+} in their Schedule of Assets, totaling $1.7M 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 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $412K |
| 2 | VISITING NURSE SERVICE AND HOSPICE OF SUFFOLK, INC. AGGREGATED 403(B) THRIFT PLAN OF VISITING NURSE SE OF SUFFOLK, INC. | NORTHPORT NY | 228 | $31.3M | $283K |
| 3 |
SMITHTOWN NY |
| 162 |
| $20.5M |
| $234K |
| 4 | 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 | $206K |
| 5 | THE FAMILY CONSERVANCY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILY CON | KANSAS CITY KS | 120 | $9.1M | $165K |
| 6 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $111K |
| 7 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $74K |
| 8 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $60K |
| 9 | QUEENS COMMUNITY HOUSE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF QUEENS COMMUNITY HOUSE, INC. | FOREST HILLS NY | 650 | $10.1M | $46K |
| 10 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $39K |
