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 Conservative Allocation Fund in their Schedule of Assets, totaling $943K 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $273K |
| 2 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $267K |
| 3 | THE SPRINGFIELD URBAN LEAGUE, INC. |
SPRINGFIELD IL |
| 106 |
| $5.8M |
| $144K |
| 4 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $68K |
| 5 | TACONIC INNOVATIONS, INC. 403(B) THRIFT PLAN OF TACONIC INNOVATIONS INC. | WAPPINGERS FALLS NY | 348 | $3.7M | $62K |
| 6 | ARC IMPERIAL VALLEY EMPLOYEE BENEFIT PLAN OF ARC IMPERIAL VALLEY | EL CENTRO CA | 140 | $7.3M | $57K |
| 7 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $17K |
| 8 | GIRL SCOUTS OF GREATER ATLANTA, INC. 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. | MABLETON GA | 193 | $6.0M | $13K |
| 9 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $10K |
| 10 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $9K |
