Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Mutual of America MoA Aggressive Allocation Fund in their Schedule of Assets, totaling $3.9M 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 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $1.7M |
| 2 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $617K |
| 3 |
POMONA CA |
| 1,304 |
| $335.9M |
| $352K |
| 4 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $229K |
| 5 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $200K |
| 6 | OPEN HAND ATLANTA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC. | ATLANTA GA | 107 | $4.3M | $166K |
| 7 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $129K |
| 8 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. | TARRYTOWN NY | 1,045 | $17.9M | $105K |
| 9 | AIDS CENTER OF QUEENS COUNTY INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AIDS CENTER OF QUEENS COUNTY | JAMAICA NY | 134 | $4.1M | $72K |
| 10 | THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. | NEW YORK NY | 261 | $3.7M | $67K |
