Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding Mutual of America Mid-Cap Equity Index Fund in their Schedule of Assets, totaling $52.8M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $25.3M |
| 2 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $1.9M |
| 3 | ALLINA HEALTH SYSTEM |
MINNEAPOLIS MN |
| 77 |
| $26.9M |
| $1.8M |
| 4 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $1.4M |
| 5 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $1.4M |
| 6 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $1.3M |
| 7 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $1.3M |
| 8 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $1.1M |
| 9 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $986K |
| 10 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $983K |
