Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Mutual of America MoA Equity Index Fund in their Schedule of Assets, totaling $31.3M 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 | COMMUNITY LEGAL AID SOCAL COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 147 | $17.1M | $7.3M |
| 2 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $4.4M |
| 3 | 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 |
| $3.2M |
| 4 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $2.2M |
| 5 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1.9M |
| 6 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $1.1M |
| 7 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $1.0M |
| 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 | $942K |
| 9 | GIRL SCOUTS OF NORTHEAST TEXAS 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST TEXAS | DALLAS TX | 139 | $9.1M | $901K |
| 10 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $665K |
