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 Small Cap Value Fund in their Schedule of Assets, totaling $1.3M 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 | 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 | $376K |
| 2 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $227K |
| 3 | OHEL CHILDREN'S HOME AND FAMILY |
FAR ROCKAWAY NY |
| 504 |
| $18.9M |
| $221K |
| 4 | GRACELIGHT COMMUNITY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF GRACELIGHT COMMUNITY HEALTH | EAST LOS ANGELES CA | 268 | $26.9M | $157K |
| 5 | MACPHAIL CENTER FOR MUSIC 403(B) THRIFT PLAN FOR EMPLOYEES OF MACPHAIL CENTER FOR MUSIC | MINNEAPOLIS MN | 202 | $9.7M | $137K |
| 6 | OUTREACH DEVELOPMENT CORPORATION EMPLOYEE BENEFITS PLAN OF OUTREACH DEVELOPMENT CORPORATION | RICHMOND HILL NY | 200 | $12.5M | $71K |
| 7 | HOUSE OF RUTH MARYLAND, INC. HOUSE OF RUTH RETIREMENT AND EMPLOYEE SAVINGS PLAN | BALTIMORE MD | 126 | $9.5M | $36K |
| 8 | FAMILY SERVICE AGENCY 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA | SANTA BARBARA CA | 274 | $5.0M | $14K |
| 9 | BI-COUNTY COMMUNITY ACTION PROGRAMS 403(B) THRIFT PLAN FOR EMPLOYEES OF BI-COUNTY COMMUNITY ACTION PROGRAMS, INC. | BEMIDJI MN | 109 | $6.0M | $5K |
| 10 | 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 | $3K |
