Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 128 U.S. retirement plans report holding Mutual of America Small-Cap Value Fund in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $10.2M |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $709K |
| 3 | WISCONSIN COMMUNITY SERVICES, INC. |
MILWAUKEE WI |
| 26 |
| $10.1M |
| $378K |
| 4 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $345K |
| 5 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $278K |
| 6 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $278K |
| 7 | ELDER SERVICES OF WORCESTER AREA 403(B) THRIFT PLAN OF ELDER SERVICES OF WORCESTER AREA, INC. | WORCESTER MA | 321 | $16.1M | $255K |
| 8 | KODIAK AREA NATIVE ASSOCIATION KODIAK AREA NATIVE ASSOCIATION 401(K) PROFIT SHARING PLAN | KODIAK AK | 251 | $25.2M | $254K |
| 9 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $239K |
| 10 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $218K |
