Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MoA Balanced Fund Mutual Fund in their Schedule of Assets, totaling $710K 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 | URBAN RESOURCE INSTITUTE URI EMPLOYEE'S RETIREMENT PENSION PLAN | NEW YORK NY | 596 | $15.9M | $478K |
| 2 | RICHCROFT, INC. EMPLOYEE BENEFIT PLAN OF RICHCROFT, INC. | SPARKS MD | 610 | $6.0M | $229K |
| 3 | GOODWILL OF THE COASTAL EMPIRE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF THE COASTAL EMPIRE, INC. |
SAVANNAH GA |
| 932 |
| $4.7M |
| $3K |
