Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Mutual of America MoA Clear Passage 2020 Fund in their Schedule of Assets, totaling $7.8M 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 | $1.2M |
| 2 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $866K |
| 3 | EASTER SEALS CENTRAL ILLINOIS |
PEORIA IL |
| 169 |
| $7.6M |
| $864K |
| 4 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $731K |
| 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 | $678K |
| 6 | DAVID AND MARGARET HOME, INC. DAVID & MARGARET HOME. INC. 401(K) RETIREMENT PLAN | LA VERNE CA | 192 | $6.1M | $640K |
| 7 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $562K |
| 8 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $522K |
| 9 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $455K |
| 10 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $424K |
