Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Mutual of America Mutual of America Retirement Income Fund in their Schedule of Assets, totaling $6.1M 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 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $1.2M |
| 2 | BENHAVEN, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BENHAVEN, INC. | NORTH HAVEN CT | 267 | $8.3M | $797K |
| 3 | WORKFORCE BUSINESS SERVICES, INC. |
BRADENTON FL |
| 1,268 |
| $37.4M |
| $715K |
| 4 | LAWRENCE HALL LAWRENCE HALL 401(K) PLAN | CHICAGO IL | 299 | $9.7M | $621K |
| 5 | THE ARC OF HOWARD COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF HOWARD COUNTY, INC. | ELLICOTT CITY MD | 302 | $11.2M | $469K |
| 6 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $406K |
| 7 | BROOKLYN PLAZA MEDICAL CENTER BROOKLYN PLAZA MEDICAL CENTER 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 122 | $3.9M | $384K |
| 8 | SOBOBA BAND OF LUISENO INDIANS SOBOBA CASINO OPERATIONS 401(K) PLAN | SAN JACINTO CA | 1,276 | $26.3M | $313K |
| 9 | COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN | STATEN ISLAND NY | 136 | $3.2M | $279K |
| 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 | $175K |
