Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America Mutual of America 2040 Retirement Fund in their Schedule of Assets, totaling $12.5M 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 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $3.5M |
| 2 | SOBOBA BAND OF LUISENO INDIANS SOBOBA CASINO OPERATIONS 401(K) PLAN | SAN JACINTO CA | 1,276 | $26.3M | $2.8M |
| 3 | INTERNATIONAL COMMUNITY HEALTH SERVICES |
SEATTLE WA |
| 728 |
| $58.9M |
| $2.3M |
| 4 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $1.3M |
| 5 | THE ARC OF HOWARD COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF HOWARD COUNTY, INC. | ELLICOTT CITY MD | 302 | $11.2M | $1.1M |
| 6 | DALLAS CHILDREN'S ADVOCACY CENTER 403(B) THRIFT PLAN OF DALLAS CHILDREN'S ADVOCACY CENTER | DALLAS TX | 107 | $5.9M | $385K |
| 7 | FEARLESS, INC. EMPLOYEE BENEFIT PLAN OF FEARLESS, INC. | PAIA HI | 314 | $7.5M | $293K |
| 8 | SARAH SENECA RESIDENTIAL SERVICES, INC. SARAH SENECA RESIDENTIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BRANFORD CT | 182 | $4.4M | $291K |
| 9 | ECONOMIC OPPORTUNITIES ADVANCE 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC OPPORTUNITIES ADVANCEMENT CORPORATION | WACO TX | 229 | $2.5M | $237K |
| 10 | ANDROMEDA ADVANTAGE INC. ANDROMEDA ADVANTAGE, INC. 401(K) PLAN | LONG ISLAND CITY NY | 267 | $13.1M | $131K |
