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 All America Fund in their Schedule of Assets, totaling $2.3M 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 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $597K |
| 2 | 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 | $291K |
| 3 | SERVICES TO ENHANCE POTENTIAL |
DEARBORN MI |
| 142 |
| $9.3M |
| $266K |
| 4 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $223K |
| 5 | AGENCY ON AGING OF SOUTH CENTR 403(B) THRIFT PLAN FOR EMPLOYEES OF AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT, INC. | NORTH HAVEN CT | 123 | $5.6M | $162K |
| 6 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $142K |
| 7 | AIDS CENTER OF QUEENS COUNTY INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AIDS CENTER OF QUEENS COUNTY | JAMAICA NY | 134 | $4.1M | $125K |
| 8 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $106K |
| 9 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $80K |
| 10 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $66K |
