Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of America Mutual of America Balanced Fund a in their Schedule of Assets, totaling $116K 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 | NORTH ALABAMA FABRICATING COMPANY, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH ALABAMA FABRICATING COMPANY, INC. | VESTAVIA HILLS AL | 266 | $13.3M | $84K |
| 2 | BRETT REAL ESTATE ROBINSON DEVELOPMENT COMPANY, INC. BRETT REAL ESTATE ROBINSON DEVELOPMENT COMPANY, INC. RETIREMENT PLAN | SARALAND AL | 520 | $6.0M | $32K |
