Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Mutual of America Mutual of America Small-Cap Value Fund in their Schedule of Assets, totaling $1.1M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $346K |
| 2 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $122K |
| 3 | WORKFORCE BUSINESS SERVICES, INC. |
BRADENTON FL |
| 1,268 |
| $37.4M |
| $111K |
| 4 | SAN DIEGO YOUTH SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES | SAN DIEGO CA | 293 | $10.5M | $99K |
| 5 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $73K |
| 6 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $50K |
| 7 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $50K |
| 8 | SARAH SENECA RESIDENTIAL SERVICES, INC. SARAH SENECA RESIDENTIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BRANFORD CT | 182 | $4.4M | $36K |
| 9 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $35K |
| 10 | FEARLESS, INC. EMPLOYEE BENEFIT PLAN OF FEARLESS, INC. | PAIA HI | 314 | $7.5M | $29K |
