Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Mutual of America MoA Clear Passage 2030 Fund in their Schedule of Assets, totaling $25.1M 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 | $4.8M |
| 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 | $2.5M |
| 3 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. |
PULASKI NY |
| 310 |
| $17.0M |
| $2.1M |
| 4 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1.9M |
| 5 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $1.5M |
| 6 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $1.5M |
| 7 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $1.2M |
| 8 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $1.2M |
| 9 | 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 | $878K |
| 10 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $800K |
