Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Mutual of America MoA Clear Passage 2055 Fund in their Schedule of Assets, totaling $10.1M 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 | 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 | $1.3M |
| 2 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $1.0M |
| 3 | EAGLE MOUNTAIN CASINO |
PORTERVILLE CA |
| 816 |
| $13.4M |
| $951K |
| 4 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $841K |
| 5 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $731K |
| 6 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $640K |
| 7 | DAVID AND MARGARET HOME, INC. DAVID & MARGARET HOME. INC. 401(K) RETIREMENT PLAN | LA VERNE CA | 192 | $6.1M | $572K |
| 8 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $550K |
| 9 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $407K |
| 10 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $306K |
