Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America Capital Management Corporation Balanced Fund in their Schedule of Assets, totaling $1.3M 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 | LIGHTHOUSE FOR THE BLIND OF HO 403(B) THRIFT PLAN FOR EMPLOYEES OF LIGHTHOUSE FOR THE BLIND OF HOUSTON | HOUSTON TX | 105 | $6.3M | $1.1M |
| 2 | EVELYN RUBENSTEIN JEWISH COMMU 403(B) THRIFT PLAN FOR EMPLOYEES OF EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON, TEXAS | HOUSTON TX | 229 | $12.8M | $228K |
