Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mutual of America MoA Clear Passage 2015 Fund in their Schedule of Assets, totaling $2.6M 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 | $1.8M |
| 2 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $450K |
| 3 | INSTITUTE FOR COMMUNITY LIVING, INC. |
NEW YORK NY |
| 2,455 |
| $19.8M |
| $232K |
| 4 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $51K |
| 5 | SINGLE ROOM OCCUPANCY HOUSING SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION | LOS ANGELES CA | 220 | $7.6M | $11K |
| 6 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $8K |
| 7 | 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 | $7K |
| 8 | 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 | $6K |
| 9 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $4K |
| 10 | AIDS CENTER OF QUEENS COUNTY INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AIDS CENTER OF QUEENS COUNTY | JAMAICA NY | 134 | $4.1M | $2K |
