Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding Mutual of America Mid-Cap Value Fund in their Schedule of Assets, totaling $6.7M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $2.6M |
| 2 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $305K |
| 3 | VNA CARE NETWORK, INC. |
WORCESTER MA |
| 726 |
| $59.0M |
| $238K |
| 4 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $199K |
| 5 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $188K |
| 6 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $179K |
| 7 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $172K |
| 8 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $155K |
| 9 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $116K |
| 10 | 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 | $114K |
