Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Mutual of America MoA Clear passage 2040 Fund in their Schedule of Assets, totaling $27.2M 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 | $3.4M |
| 2 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $1.6M |
| 3 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN |
PULASKI NY |
| 310 |
| $17.0M |
| $1.6M |
| 4 | STAIRWAYS BEHAVIORAL HEALTH STAIRWAYS 403(B) PLAN | ERIE PA | 233 | $16.0M | $1.5M |
| 5 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $1.4M |
| 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 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1.2M |
| 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 | $1.1M |
| 9 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $1.0M |
| 10 | TEAM STAFFING, LLC TEAM STAFFING, LLC 401(K) RETIREMENT PLAN | ALEXANDRIA LA | 7,305 | $7.2M | $832K |
