Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding ‘ Mutual of ** America Balanced Fund Pooled Separate Account in their Schedule of Assets, totaling $307K 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 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $99K |
| 2 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $88K |
| 3 | THE ARC BALTIMORE, INC. |
BALTIMORE MD |
| 938 |
| $26.0M |
| $58K |
| 4 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $33K |
| 5 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $24K |
| 6 | CONGRESSIONAL SCHOOL 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL | FALLS CHURCH VA | 146 | $6.3M | $2K |
| 7 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M | $2K |
| 8 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $1K |
