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 Moderate Allocation Fund in their Schedule of Assets, totaling $3.5M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $969K |
| 2 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $740K |
| 3 | ARC IMPERIAL VALLEY |
EL CENTRO CA |
| 140 |
| $7.3M |
| $407K |
| 4 | SARAH SENECA RESIDENTIAL SERVICES, INC. SARAH SENECA RESIDENTIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BRANFORD CT | 182 | $4.4M | $369K |
| 5 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $284K |
| 6 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $228K |
| 7 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $214K |
| 8 | ARC IMPERIAL VALLEY 401(K) PROFIT SHARING PLAN OF ARC IMPERIAL VALLEY | EL CENTRO CA | 154 | $1.3M | $103K |
| 9 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $76K |
| 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 | $53K |
