Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mutual of America Mutual of America Balanced Fund in their Schedule of Assets, totaling $626K 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 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $241K |
| 2 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $131K |
| 3 | EXTRUDEX ALUMINUM INC. |
NORTH JACKSON OH |
| 151 |
| $4.9M |
| $92K |
| 4 | P.L.U.S. GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF P.L.U.S. GROUP HOMES, INC. | WANTAGH NY | 708 | $9.3M | $80K |
| 5 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $74K |
| 6 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $7K |
| 7 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $1K |
