Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Mutual of America Balanced Fund - in their Schedule of Assets, totaling $2.7M 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 | 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 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. |
LOS ANGELES CA |
| 73 |
| $10.8M |
| $202K |
| 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 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $170K |
| 6 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $160K |
| 7 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $78K |
| 8 | FAMILY SERVICE ROCHESTER, INC. FAMILY SERVICE ROCHESTER INC. SAFE HARBOR 403(B) PLAN | ROCHESTER MN | 171 | $8.8M | $72K |
| 9 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $60K |
| 10 | FCN BANK, NATIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCN BANK, NATIONAL ASSOCIATION | BROOKVILLE IN | 135 | $9.0M | $56K |
