Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 118 U.S. retirement plans report holding Mutual of America Small-Cap Growth Fund in their Schedule of Assets, totaling $21.1M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $8.9M |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $1.0M |
| 3 | NORTHWEST JUSTICE PROJECT |
SEATTLE WA |
| 345 |
| $52.7M |
| $654K |
| 4 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $530K |
| 5 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $524K |
| 6 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $496K |
| 7 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $449K |
| 8 | 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 | $398K |
| 9 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $316K |
| 10 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $313K |
