Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Mutual of America Small-Cap Equity Index Fund in their Schedule of Assets, totaling $3.0M 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 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $322K |
| 2 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $233K |
| 3 | CAYUGA HOME FOR CHILDREN DBA C |
AUBURN NY |
| 1,031 |
| $21.2M |
| $196K |
| 4 | HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA CA | 377 | $18.9M | $130K |
| 5 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $124K |
| 6 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $116K |
| 7 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $104K |
| 8 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $97K |
| 9 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $93K |
| 10 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $89K |
