Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mutual of America Retirement Income in their Schedule of Assets, totaling $233K 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 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $111K |
| 2 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $57K |
| 3 | COALITION ON HOMELESSNESS |
COLUMBUS OH |
| 637 |
| $10.4M |
| $36K |
| 4 | COLUMBIANA COUNTY MENTAL HEALTH CLINIC COLUMBIANA COUNTY MENTAL HEALTH CLINIC 403B THRIFT PLAN | LISBON OH | 157 | $3.4M | $17K |
| 5 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $7K |
| 6 | COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. | SAINT PAUL MN | 145 | $3.0M | $3K |
| 7 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $2K |