Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mutual of America Moderate Allocation Fund Separate account in their Schedule of Assets, totaling $1.8M 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 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $1.5M |
| 2 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $148K |
| 3 | CHAUTAUQUA OPPORTUNITIES, INC. |
DUNKIRK NY |
| 239 |
| $5.6M |
| $73K |
| 4 | LEGAL ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $56K |
| 5 | NORTHPOINTE COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTHPOINTE COUNCIL, INC. | NIAGARA FALLS NY | 87 | $3.0M | $16K |
| 6 | LEGAL ASSISTANCE OF WESTERN 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 117 | $2.5M | $9K |
| 7 | INSTITUTE FOR CHILD AND FAMILY HEALTH INC 403B THRIFT PLAN OF INSTITUTE FOR CHILD AND FAMILY HEALTH INC | MIAMI FL | 8 | $3.9M | $8K |
