Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Mutual of America MoA Small Cap Value Fund in their Schedule of Assets, totaling $1.6M 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 | $447K |
| 2 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $427K |
| 3 | AGENCY ON AGING OF SOUTH CENTR |
NORTH HAVEN CT |
| 123 |
| $5.6M |
| $165K |
| 4 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $131K |
| 5 | 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 | $97K |
| 6 | 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 | $87K |
| 7 | NEW HIRE, LLC EMPLOYEE BENEFIT PLAN OF HR NEW HIRE, LLC | SOUTHAVEN MS | 205 | $8.0M | $87K |
| 8 | OPEN HAND ATLANTA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC. | ATLANTA GA | 107 | $4.3M | $36K |
| 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 | $35K |
| 10 | GIRL SCOUTS OF NORTHEAST TEXAS 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST TEXAS | DALLAS TX | 139 | $9.1M | $33K |
