Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Mutual of America MoA Clear passage 2035 Fund in their Schedule of Assets, totaling $34.5M 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 | STAIRWAYS BEHAVIORAL HEALTH STAIRWAYS 403(B) PLAN | ERIE PA | 233 | $16.0M | $3.9M |
| 2 | TEAM STAFFING, LLC TEAM STAFFING, LLC 401(K) RETIREMENT PLAN | ALEXANDRIA LA | 7,305 | $7.2M | $3.3M |
| 3 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II |
NEW YORK NY |
| 756 |
| $31.1M |
| $3.1M |
| 4 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $2.9M |
| 5 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $2.9M |
| 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 | $1.4M |
| 7 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $1.4M |
| 8 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $1.3M |
| 9 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $1.1M |
| 10 | OUTREACH DEVELOPMENT CORPORATION EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION | RICHMOND HILL NY | 200 | $12.5M | $1.0M |
