Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mutual of America Life Insurance Company Mutual of America Small-Cap Value Fund in their Schedule of Assets, totaling $1.3M 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 | SPECIAL SERVICE FOR GROUPS, INC. DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC. | LOS ANGELES CA | 156 | $26.9M | $827K |
| 2 | TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION 403(B) THRIFT PLAN OF TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION | LOS ANGELES CA | 301 | $12.1M | $243K |
| 3 | NEAR NORTH HEALTH SERVICE CORP |
CHICAGO IL |
| 237 |
| $6.1M |
| $106K |
| 4 | A VERY SPECIAL PLACE, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF A VERY SPECIAL PLACE, INC. | STATEN ISLAND NY | 153 | $5.8M | $59K |
| 5 | YOUTH SERVICE BUREAU OF ILLINO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF YOUTH SERVICE BUREAU OF ILLINOIS VALLEY, INC. | OTTAWA IL | 216 | $7.8M | $16K |
| 6 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $12K |
| 7 | B.C.M.W. COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF B.C.M.W. COMMUNITY SERVICES | CENTRALIA IL | 116 | $2.4M | $10K |
| 8 | LENOX HILL NEIGHBORHOOD HOUSE 403(B) THRIFT PLAN OF LENOX HILL NEIGHBORHOOD HOUSE | NEW YORK NY | 114 | $9.4M | $9K |
| 9 | NORTH COUNTY LIFELINE 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH COUNTY LIFELINE | VISTA CA | 154 | $3.5M | $5K |
| 10 | EVIDENT CHANGE 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE | OAKLAND CA | 113 | $13.5M | $3K |
