Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Mutual of America Balanced Fund - 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 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $618K |
| 2 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $213K |
| 3 | JEWISH FAMILY AND COMMUNITY SERVICES |
PITTSBURGH PA |
| 141 |
| $6.0M |
| $208K |
| 4 | 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 |
| 5 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $53K |
| 6 | COMMUNITY ACTION PROGRAM, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA | COVINGTON IN | 126 | $3.4M | $50K |
| 7 | CHILDRENS HOPE ALLIANCE CHILDREN'S HOPE ALLIANCE TAX-DEFERRED ANNUITY PLAN | BARIUM SPRINGS NC | 201 | $8.5M | $33K |
| 8 | MAINE ASSOCIATION FOR COMMUNITY SERVICE PROVIDERS EMPLOYEE BENEFIT OF PLAN MAINE ASSOCIATION FOR COMMUNITY SERVICE PROVIDERS | HALLOWELL ME | 1,078 | $6.8M | $32K |
| 9 | ROY MAAS' YOUTH ALTERNATIVES, 403(B) THRIFT PLAN FOR EMPLOYEES OF ROY MAAS' YOUTH ALTERNATIVES, INC. | SAN ANTONIO TX | 110 | $3.8M | $31K |
| 10 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $22K |
