Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mutual of America Mutual of America Clear Passage 2020 Fund in their Schedule of Assets, totaling $2.7M 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 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $706K |
| 2 | SAN DIEGO YOUTH SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES | SAN DIEGO CA | 293 | $10.5M | $587K |
| 3 | BROOKLYN PLAZA MEDICAL CENTER |
BROOKLYN NY |
| 122 |
| $3.9M |
| $413K |
| 4 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $365K |
| 5 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $244K |
| 6 | COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN | STATEN ISLAND NY | 136 | $3.2M | $116K |
| 7 | P.L.U.S. GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF P.L.U.S. GROUP HOMES, INC. | WANTAGH NY | 708 | $9.3M | $97K |
| 8 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $87K |
| 9 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $45K |
| 10 | BENHAVEN, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BENHAVEN, INC. | NORTH HAVEN CT | 267 | $8.3M | $42K |
