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 Interest Accumulation Account in their Schedule of Assets, totaling $8.0M 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 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $2.0M |
| 2 | VALLEY OPPORTUNITY COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY OPPORTUNITY COUNCIL, INC. | CHICOPEE MA | 361 | $8.2M | $1.4M |
| 3 | COLUMBUS HOSPICE, INC. |
COLUMBUS GA |
| 139 |
| $11.6M |
| $1.2M |
| 4 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 403(B) PLAN | MINNEAPOLIS MN | 248 | $16.1M | $952K |
| 5 | JAMHI HEALTH & WELLNESS, INC. 403(B) THRIFT PLAN OF JAMHI HEALTH & WELLNESS, INC. | JUNEAU AK | 94 | $4.3M | $698K |
| 6 | MINNESOTA DIVERSIFIED INDUSTRIES, INC. 403(B) THRIFT PLAN FOR MINNESOTA DIVERSIFIED INDUSTRIES, INC. | MINNEAPOLIS MN | 325 | $11.3M | $660K |
| 7 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $547K |
| 8 | DALLAS CHILDREN'S ADVOCACY CENTER 403(B) THRIFT PLAN OF DALLAS CHILDREN'S ADVOCACY CENTER | DALLAS TX | 107 | $5.9M | $170K |
| 9 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $143K |
| 10 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $121K |
