Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Mutual of America Balanced Fund N/R in their Schedule of Assets, totaling $398K 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 | VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT | WATERFORD CT | 77 | $15.7M | $171K |
| 2 | GIRL SCOUTS OF MINNESOTA AND W 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, INC. | SAINT PAUL MN | 118 | $10.5M | $163K |
| 3 |
WATERFORD CT |
| 127 |
| $9.2M |
| $64K |
