Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund in their Schedule of Assets, totaling $6.9M 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 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $2.4M |
| 2 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. | RICHMOND VA | 1,331 | $14.6M | $1.5M |
| 3 | THE ARC OF VENTURA COUNTY, INC |
VENTURA CA |
| 202 |
| $13.0M |
| $612K |
| 4 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $395K |
| 5 | WAIKIKI HEALTH 403(B) THRIFT PLAN OF WAIKIKI HEALTH | HONOLULU HI | 199 | $12.8M | $211K |
| 6 | WAYNE COUNTY HOSPITAL, INC. WAYNE COUNTY HOSPITAL 401(K) PROFIT SHARING PLAN | MONTICELLO KY | 121 | $6.6M | $191K |
| 7 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $186K |
| 8 | G & H WIRE COMPANY, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF G & H WIRE COMPANY, INC. | GREENWOOD IN | 129 | $4.6M | $165K |
| 9 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $102K |
| 10 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $101K |
