Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Moderate Allocation Fund in their Schedule of Assets, totaling $460K 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 | B.C.M.W. COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF B.C.M.W. COMMUNITY SERVICES | CENTRALIA IL | 116 | $2.4M | $117K |
| 2 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $89K |
| 3 | EVIDENT CHANGE |
OAKLAND CA |
| 113 |
| $13.5M |
| $76K |
| 4 | TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION 403(B) THRIFT PLAN OF TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION | LOS ANGELES CA | 301 | $12.1M | $63K |
| 5 | 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 | $60K |
| 6 | LENOX HILL NEIGHBORHOOD HOUSE 403(B) THRIFT PLAN OF LENOX HILL NEIGHBORHOOD HOUSE | NEW YORK NY | 114 | $9.4M | $28K |
| 7 | NEAR NORTH HEALTH SERVICE CORP 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 237 | $6.1M | $25K |
| 8 | SOUTHEAST COMMUNITY HEALTH SYSTEMS SOUTHEAST COMMUNITY HEALTH SYSTEMS 403(B) PLAN | ZACHARY LA | 106 | $2.9M | $1K |
