Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mutual of America Mutual of America Moderate Allocation in their Schedule of Assets, totaling $2.6M 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $1.6M |
| 2 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $656K |
| 3 | P.L.U.S. GROUP HOMES, INC. |
WANTAGH NY |
| 708 |
| $9.3M |
| $149K |
| 4 | SAN DIEGO YOUTH SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES | SAN DIEGO CA | 293 | $10.5M | $123K |
| 5 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $34K |
| 6 | NEXUS RECOVERY CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NEXUS RECOVERY CENTER, INC. | DALLAS TX | 205 | $3.2M | $21K |
| 7 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $1K |
