Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Mutual of America MoA Intermediate Bond Fund in their Schedule of Assets, totaling $1.2M 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 | 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 | $511K |
| 2 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $452K |
| 3 | INSTITUTE FOR COMMUNITY LIVING, INC. |
NEW YORK NY |
| 2,455 |
| $19.8M |
| $88K |
| 4 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $73K |
| 5 | 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 | $22K |
| 6 | GIRL SCOUTS OF NORTHEAST TEXAS 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST TEXAS | DALLAS TX | 139 | $9.1M | $16K |
| 7 | AIDS CENTER OF QUEENS COUNTY INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AIDS CENTER OF QUEENS COUNTY | JAMAICA NY | 134 | $4.1M | $16K |
| 8 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $13K |
| 9 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 403(B) PLAN | MINNEAPOLIS MN | 248 | $16.1M | $13K |
| 10 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $13K |
