Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MoA Balanced Fund Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $1.7M 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 | MARYHURST, INC. 403(B) THRIFT PLAN OF MARYHURST, INC. | LOUISVILLE KY | 272 | $8.9M | $885K |
| 2 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $615K |
| 3 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES |
NEW YORK NY |
| 55 |
| $4.6M |
| $49K |
| 4 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $38K |
| 5 | CHUGACHMIUT 401(A) PROFIT-SHARING PLAN OF CHUGACHMIUT | ANCHORAGE AK | 113 | $7.1M | $34K |
| 6 | CATHOLIC CHARITIES, DIOCESE OF 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES, DIOCESE OF OAKLAND | OAKLAND CA | 49 | $3.2M | $34K |
| 7 | COMMUNITY ACTION COUNCIL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES | LEXINGTON KY | 463 | $20.0M | $33K |
| 8 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $18K |
| 9 | UCP OF WESTERN MASSACHUSETTS, INC. 403(B) THRIFT PLAN OF UCP OF WESTERN MASSACHUSETTS, INC. | PITTSFIELD MA | 119 | $1.7M | $3K |
| 10 | EASTERN PANHANDLE MENTAL HEALT 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS | MARTINSBURG WV | 264 | $5.7M | $3K |
