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 Equity Index Fund in their Schedule of Assets, totaling $15.5M 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 | MEXICAN AMERICAN OPPORTUNITY FOUNDATION THE MAOF 403(B) PLAN | MONTEBELLO CA | 905 | $23.8M | $4.6M |
| 2 | GRACELIGHT COMMUNITY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF GRACELIGHT COMMUNITY HEALTH | EAST LOS ANGELES CA | 268 | $26.9M | $2.0M |
| 3 | JWCH INSTITUTE, INC. |
COMMERCE CA |
| 1,201 |
| $39.7M |
| $1.8M |
| 4 | OUTREACH DEVELOPMENT CORPORATION EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION | RICHMOND HILL NY | 200 | $12.5M | $1.6M |
| 5 | 403(B) THRIFTPLAN OF NORTHSIDE CENTER FOR CHILD DEVELOPMENT, INC. 403(B) THRIFTPLAN OF NORTHSIDE CENTER FOR CHILD DEVELOPMENT, INC. | NEW YORK NY | 255 | $14.0M | $1.5M |
| 6 | OHEL CHILDREN'S HOME AND FAMILY 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. | FAR ROCKAWAY NY | 504 | $18.9M | $1.4M |
| 7 | OHEL CHILDREN'S HOME & FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. | FAR ROCKAWAY NY | 164 | $11.2M | $1.2M |
| 8 | MACPHAIL CENTER FOR MUSIC 403(B) THRIFT PLAN FOR EMPLOYEES OF MACPHAIL CENTER FOR MUSIC | MINNEAPOLIS MN | 202 | $9.7M | $788K |
| 9 | GANDARA MENTAL HEALTH CENTER GANDARA MENTAL HEALTH CENTER, INC. BENEFIT PLANS | SPRINGFIELD MA | 1,593 | $2.9M | $232K |
| 10 | THE ARC OF THE SOUTH SHORE, IN 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF THE SOUTH SHORE, INC. | HINGHAM MA | 248 | $1.4M | $126K |