Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Mutual of America Balanced Fund - in their Schedule of Assets, totaling $3.5M 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 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $618K |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $486K |
| 3 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN |
BROOKLYN NY |
| 622 |
| $20.1M |
| $213K |
| 4 | JEWISH FAMILY AND COMMUNITY SERVICES 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES | PITTSBURGH PA | 141 | $6.0M | $208K |
| 5 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $202K |
| 6 | 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 | $196K |
| 7 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $170K |
| 8 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $160K |
| 9 | ADVANCEMENT PROJECT EDUCATION FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF ADVANCEMENT PROJECT EDUCATION FUND | WASHINGTON DC | 52 | $8.3M | $83K |
| 10 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $78K |
