Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding Mutual of America Small-Cap Equity Index Fund in their Schedule of Assets, totaling $9.3M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $4.4M |
| 2 | BIG BROTHERS BIG SISTERS LONE 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS LONE STAR | DALLAS TX | 61 | $6.0M | $625K |
| 3 | UNITED CEREBRAL PALSY OF NEW |
NEW YORK NY |
| 2,471 |
| $60.2M |
| $594K |
| 4 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $322K |
| 5 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $233K |
| 6 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $196K |
| 7 | KODIAK AREA NATIVE ASSOCIATION KODIAK AREA NATIVE ASSOCIATION 401(K) PROFIT SHARING PLAN | KODIAK AK | 251 | $25.2M | $175K |
| 8 | SECOND HARVEST FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE, INC. | NASHVILLE TN | 134 | $10.4M | $135K |
| 9 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $130K |
| 10 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $124K |
