Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Balanced Fund Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | LONESTAR FORKLIFT 2017 USA, IN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONESTAR FORKLIFT 2017 USA, INC. | GARLAND TX | 306 | $9.3M | $1.6M |
