Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Mutual of America Moderate Allocation in their Schedule of Assets, totaling $3.7M 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 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $713K |
| 2 | THE MIDDLE GEORGIA COMMUNITY A 403(B) THRIFT PLAN FOR EMPLOYEES OF THE MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. | WARNER ROBINS GA | 266 | $4.5M | $412K |
| 3 |
COLUMBUS OH |
| 229 |
| $18.2M |
| $412K |
| 4 | THE ARC CADDO-BOSSIER 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC CADDO-BOSSIER | SHREVEPORT LA | 826 | $3.4M | $288K |
| 5 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $254K |
| 6 | TRI-COUNTY OPPORTUNITIES COUNCIL 403(B) THRIFT PLAN FOR TRI-COUNTY OPPORTUNITIES COUNCIL | ROCK FALLS IL | 167 | $6.9M | $158K |
| 7 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $154K |
| 8 | HILL COUNTRY COMMUNITY ACTION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILL COUNTRY COMMUNITY ACTION ASSOCIATION, INC. | SAN SABA TX | 182 | $4.5M | $149K |
| 9 | WATER STREET MINISTRIES 403(B) THRIFT PLAN FOR EMPLOYEES OF WATER STREET MINISTRIES | LANCASTER PA | 136 | $4.3M | $149K |
| 10 | FCN BANK, NATIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCN BANK, NATIONAL ASSOCIATION | BROOKVILLE IN | 135 | $9.0M | $99K |
