Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mutual of America Life Insurance Company MoA Balanced Fund in their Schedule of Assets, totaling $506K 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 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $186K |
| 2 | EASTER SEALS RIO GRANDE VALLEY 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTER SEALS RIO GRANDE VALLEY | MCALLEN TX | 222 | $7.6M | $118K |
| 3 | HAYNES FAMILY OF PROGRAMS, INC |
LA VERNE CA |
| 399 |
| $8.1M |
| $115K |
| 4 | A P R CONSULTING, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC. | DIAMOND BAR CA | 1,356 | $19.8M | $55K |
| 5 | TAPESTRY 360 HEALTH SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF TAPESTRY 360 HEALTH | CHICAGO IL | 246 | $13.0M | $15K |
| 6 | PLAZA DE LA RAZA CHILD DEVELOPMENTAL SERVICES, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PLAZA DE LA RAZA CHILD DEVELOPMENT SERVICES, INC. | CITY OF INDUSTRY CA | 181 | $47.2M | $6K |
| 7 | GULF COAST PRE-STRESS PARTNERS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GULF COAST PRE-STRESS PARTNERS, LTD. | PASS CHRISTIAN MS | 325 | $12.7M | $6K |
| 8 | UNION STATION HOMELESS SERVICES 403(B) THRIFT PLAN FOR UNION STATION HOMELESS SERVICES | PASADENA CA | 315 | $8.0M | $4K |
| 9 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $2K |
