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 Clear Passage 2030 Fund in their Schedule of Assets, totaling $8.4M 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 ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $1.4M |
| 2 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $1.3M |
| 3 | LAWRENCE HALL LAWRENCE HALL 401(K) PLAN |
CHICAGO IL |
| 299 |
| $9.7M |
| $1.1M |
| 4 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $931K |
| 5 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $757K |
| 6 | WAIMANALO HEALTH CENTER WAIMANALO HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | WAIMANALO HI | 135 | $7.6M | $707K |
| 7 | BROOKLYN PLAZA MEDICAL CENTER BROOKLYN PLAZA MEDICAL CENTER 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 122 | $3.9M | $557K |
| 8 | 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 | $449K |
| 9 | LEGAL AID CHICAGO LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN | CHICAGO IL | 228 | $18.0M | $337K |
| 10 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $306K |
