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 Clear Passage 2065 Fund in their Schedule of Assets, totaling $793K 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 | SAN DIEGO YOUTH SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES | SAN DIEGO CA | 293 | $10.5M | $158K |
| 2 | LAWRENCE HALL LAWRENCE HALL 401(K) PLAN | CHICAGO IL | 299 | $9.7M | $152K |
| 3 | WAIMANALO HEALTH CENTER WAIMANALO HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN |
WAIMANALO HI |
| 135 |
| $7.6M |
| $136K |
| 4 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $104K |
| 5 | 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 | $71K |
| 6 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $40K |
| 7 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $29K |
| 8 | PROGRESSIVE HOUSING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PROGRESSIVE HOUSING, INC. | OLYMPIA FIELDS IL | 370 | $525K | $28K |
| 9 | TACONIC INNOVATIONS, INC. 403(B) THRIFT PLAN OF TACONIC INNOVATIONS INC. | WAPPINGERS FALLS NY | 348 | $3.7M | $27K |
| 10 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $16K |
