Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding Mutual of America Moderate Allocation Fund - in their Schedule of Assets, totaling $13.7M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $2.3M |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $1.3M |
| 3 | THE FEDCAP GROUP, INC. |
NEW YORK NY |
| 3,078 |
| $48.6M |
| $1.3M |
| 4 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $922K |
| 5 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $463K |
| 6 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $451K |
| 7 | REIMAGINE NETWORK SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF REIMAGINE NETWORK | SANTA ANA CA | 158 | $4.2M | $418K |
| 8 | US COMMITTEE FOR REFUGEES AND IMMIGRANTS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. | ARLINGTON VA | 766 | $29.7M | $414K |
| 9 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $376K |
| 10 | THE LORD'S PLACE, INC. EMPLOYEE BENEFIT PLAN OF THE LORD'S PLACE, INC. | WEST PALM BEACH FL | 136 | $4.7M | $367K |
