Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America Mutual of America Aggressive Allocation Fund in their Schedule of Assets, totaling $3.1M 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 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $954K |
| 2 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $632K |
| 3 | INTERNATIONAL COMMUNITY HEALTH SERVICES |
SEATTLE WA |
| 728 |
| $58.9M |
| $539K |
| 4 | ARC IMPERIAL VALLEY EMPLOYEE BENEFIT PLAN OF ARC IMPERIAL VALLEY | EL CENTRO CA | 140 | $7.3M | $304K |
| 5 | MARYVALE SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE | ROSEMEAD CA | 153 | $14.1M | $154K |
| 6 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $132K |
| 7 | ARC IMPERIAL VALLEY 401(K) PROFIT SHARING PLAN OF ARC IMPERIAL VALLEY | EL CENTRO CA | 154 | $1.3M | $102K |
| 8 | TACONIC INNOVATIONS, INC. 403(B) THRIFT PLAN OF TACONIC INNOVATIONS INC. | WAPPINGERS FALLS NY | 348 | $3.7M | $66K |
| 9 | SARAH SENECA RESIDENTIAL SERVICES, INC. SARAH SENECA RESIDENTIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BRANFORD CT | 182 | $4.4M | $64K |
| 10 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $54K |
