Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America Moderate Allocation Fund Pooled Separate Accounts in their Schedule of Assets, totaling $309K 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 | MISSOURI OZARKS COMMUNITY ACTI 403(B) THRIFT PLAN FOR EMPLOYEES OF MISSOURI OZARKS COMMUNITY ACTION, INC. | RICHLAND MO | 174 | $3.3M | $258K |
| 2 | THE WELLSPRING ALLIANCE FOR FA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE WELLSPRING ALLIANCE FOR FAMILIES, INC. | MONROE LA | 97 | $3.0M | $51K |
