Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mutual of America Social Balanced in their Schedule of Assets, totaling $243K 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 | SUNSHINE COMMUNITY HEALTH CENTER INCORPORATED EMPLOYEE BENEFIT PLAN OF SUNSHINE COMMUNITY HEALTH CENTER INCORPORATED | TALKEETNA AK | 93 | $4.7M | $243K |
