Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America MoA Conservative Allocation Fund in their Schedule of Assets, totaling $966K 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 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $189K |
| 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 | $169K |
| 3 |
DEARBORN MI |
| 142 |
| $9.3M |
| $156K |
| 4 | SINGLE ROOM OCCUPANCY HOUSING SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION | LOS ANGELES CA | 220 | $7.6M | $131K |
| 5 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $96K |
| 6 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $48K |
| 7 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $41K |
| 8 | 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 | $35K |
| 9 | SANTA FE SOUTH SCHOOLS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC. | OKLAHOMA CITY OK | 473 | $15.2M | $34K |
| 10 | THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. | NEW YORK NY | 261 | $3.7M | $31K |
