Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Mutual of America MoA Small-Cap Equity Index Fund in their Schedule of Assets, totaling $1.5M 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 | $378K |
| 2 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $296K |
| 3 | SERVICES TO ENHANCE POTENTIAL |
DEARBORN MI |
| 142 |
| $9.3M |
| $233K |
| 4 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $166K |
| 5 | NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN | PULASKI NY | 310 | $17.0M | $111K |
| 6 | COMMUNITY LEGAL AID SOCAL COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 147 | $17.1M | $58K |
| 7 | ALBANY COUNTY OPPORTUNITY, INC. PARTNERSHIP ALBANY COMMUNITY ACTION PARTNERSHIP 403(B) PLAN | ALBANY NY | 131 | $4.0M | $55K |
| 8 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $51K |
| 9 | 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 | $37K |
| 10 | SANDHILLS MEDICAL FOUNDATION SANDHILLS MEDICAL FOUNDATION RETIREMENT PLAN | CAMDEN SC | 173 | $4.5M | $33K |
