Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Mutual of America MoA Clear Passage 2025 Fund in their Schedule of Assets, totaling $18.8M 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 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $5.3M |
| 2 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $1.9M |
| 3 | INSTITUTE FOR COMMUNITY LIVING, INC. |
NEW YORK NY |
| 2,455 |
| $19.8M |
| $1.6M |
| 4 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $1.1M |
| 5 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1.1M |
| 6 | 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 | $1.1M |
| 7 | KIDS AND COMPANY OF LINN COUNT KIDS AND COMPANY OF LINN COUNTY 403(B) PLAN | LEBANON OR | 110 | $4.7M | $973K |
| 8 | DAVID AND MARGARET HOME, INC. DAVID & MARGARET HOME. INC. 401(K) RETIREMENT PLAN | LA VERNE CA | 192 | $6.1M | $962K |
| 9 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $748K |
| 10 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $539K |
