Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mutual of America Small-Cap Equity Index in their Schedule of Assets, totaling $325K 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 | $201K |
| 2 | COLUMBUS NEIGHBORHOOD HEALTH C 403(B) THRIFT PLAN FOR EMPLOYEES OF COLUMBUS NEIGHBORHOOD HEALTH CENTER, INC. DBA PRIMARYONE HEALTH | COLUMBUS OH | 229 | $18.2M | $26K |
| 3 | PRESBYTERIAN CHILDREN'S HOMES |
AUSTIN TX |
| 311 |
| $23.5M |
| $17K |
| 4 | 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 | $17K |
| 5 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $13K |
| 6 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEEKWOOD 403(B) PLAN | NASHVILLE TN | 209 | $5.7M | $13K |
| 7 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $12K |
| 8 | HANCOCK-HARDIN-WYANDOT-PUTNAM COMMUNITY ACTION COMMISSION HHWP 403(B) RETIREMENT PLAN | FINDLAY OH | 163 | $3.5M | $10K |
| 9 | SARAH TUXIS RESIDENTIAL SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SARAH TUXIS RESIDENTIAL SERVICES, INC. | GUILFORD CT | 289 | $2.9M | $10K |
| 10 | HILL COUNTRY COMMUNITY ACTION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HILL COUNTRY COMMUNITY ACTION ASSOCIATION, INC. | SAN SABA TX | 182 | $4.5M | $3K |
