Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Mutual of America MoA Balanced Fund in their Schedule of Assets, totaling $2.0M 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 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $652K |
| 2 | OPEN HAND ATLANTA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OPEN HAND ATLANTA, INC. | ATLANTA GA | 107 | $4.3M | $377K |
| 3 | LEGAL AID SOCIETY OF SUFFOLK C |
CENTRAL ISLIP NY |
| 201 |
| $57.7M |
| $290K |
| 4 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $205K |
| 5 | SINGLE ROOM OCCUPANCY HOUSING SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION | LOS ANGELES CA | 220 | $7.6M | $171K |
| 6 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $130K |
| 7 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $38K |
| 8 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $36K |
| 9 | JAMHI HEALTH & WELLNESS, INC. 403(B) THRIFT PLAN OF JAMHI HEALTH & WELLNESS, INC. | JUNEAU AK | 94 | $4.3M | $24K |
| 10 | AGENCY ON AGING OF SOUTH CENTR 403(B) THRIFT PLAN FOR EMPLOYEES OF AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT, INC. | NORTH HAVEN CT | 123 | $5.6M | $23K |
