Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Mutual of America Balanced Fund N/A in their Schedule of Assets, totaling $13K 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 | SOUTHWEST OKLAHOMA COMMUNITY ACTION GROUP, INC. 403(B) THRIFT PLAN OF SOUTHWEST OKLAHOMA COMMUNITY ACTION GROUP, INC. | ALTUS OK | 54 | $4.0M | $13K |
