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 2060 Fund in their Schedule of Assets, totaling $6.0M 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 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $1.1M |
| 2 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $690K |
| 3 | LEGAL AID SOCIETY OF SUFFOLK C |
CENTRAL ISLIP NY |
| 201 |
| $57.7M |
| $619K |
| 4 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $432K |
| 5 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $415K |
| 6 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $321K |
| 7 | KIDS AND COMPANY OF LINN COUNT KIDS AND COMPANY OF LINN COUNTY 403(B) PLAN | LEBANON OR | 110 | $4.7M | $321K |
| 8 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $301K |
| 9 | DAVID AND MARGARET HOME, INC. DAVID & MARGARET HOME. INC. 401(K) RETIREMENT PLAN | LA VERNE CA | 192 | $6.1M | $200K |
| 10 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $160K |
