Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Mutual of America Mid-Term Bond Fund in their Schedule of Assets, totaling $2.7M 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 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $367K |
| 2 | 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 | $223K |
| 3 | THE CONNECTION, INC. |
MIDDLETOWN CT |
| 425 |
| $21.1M |
| $205K |
| 4 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $142K |
| 5 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $118K |
| 6 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $111K |
| 7 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $101K |
| 8 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 357 | $9.0M | $89K |
| 9 | FERD AND GLADYS ALPERT JEWISH FAMILY CHILDREN'S SERVICES OF PALM BEACH 403(B) THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY CHILDRENS SERVICE OF PALM BEACH CO | WEST PALM BEACH FL | 149 | $8.3M | $83K |
| 10 | CAMBRIA RESIDENTIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN OF CAMBRIA RESIDENTIAL SERVI CAMBRIA RESIDENTIAL SERVICES INC | JOHNSTOWN PA | 143 | $9.1M | $76K |
