Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Mutual of America MoA Mid-Cap Equity Index Fund in their Schedule of Assets, totaling $6.4M 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 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $844K |
| 2 | EMPIRE OFFICE, INC. EMPIRE OFFICE, INC. 401(K) PLAN II | NEW YORK NY | 756 | $31.1M | $778K |
| 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 |
| $768K |
| 4 | AGENCY ON AGING OF SOUTH CENTR 403(B) THRIFT PLAN FOR EMPLOYEES OF AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT, INC. | NORTH HAVEN CT | 123 | $5.6M | $567K |
| 5 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $427K |
| 6 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $409K |
| 7 | 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 | $314K |
| 8 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $275K |
| 9 | 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 | $256K |
| 10 | EASTER SEALS LOUISIANA, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EASTER SEALS LOUISIANA, INC. | NEW ORLEANS LA | 287 | $3.7M | $200K |
