Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 72 U.S. retirement plans report holding Mutual of America Moderate Allocation Fund - in their Schedule of Assets, totaling $6.4M 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 | THE COUNSELING CENTER OF WAYNE 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES | WOOSTER OH | 142 | $6.7M | $705K |
| 2 | JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS | PITTSBURGH PA | 154 | $8.3M | $618K |
| 3 |
SANTA ANA CA |
| 158 |
| $4.2M |
| $418K |
| 4 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $383K |
| 5 | 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 |
| 6 | THE GUIDANCE CENTER THE GUIDANCE CENTER 403(B) RETIREMENT PLAN | LONG BEACH CA | 180 | $12.1M | $317K |
| 7 | PEOPLE, INCORPORATED 403(B) THRIFT PLAN FOR EMPLOYEES OF PEOPLE, INCORPORATED | FALL RIVER MA | 281 | $8.6M | $221K |
| 8 | NUECES COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF NUECES COUNTY COMMUNITY ACTION AGENCY | CORPUS CHRISTI TX | 192 | $6.6M | $218K |
| 9 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $200K |
| 10 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $171K |
