MUTUAL OF AMERICA INVESTMENT CORP
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served858-122 YoYRank #37 of mapped providers
Assets under administration$13.8B0.0%Market share · rank #927
Fees received$4MMedian $2,477/planSum across Schedule C direct + indirect
Net wins YoY-10945 won · 154 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MUTUAL OF AMERICA INVESTMENT CORP plan look like?
Service mix · median fees per plan
Count of plans where MUTUAL OF AMERICA INVESTMENT CORP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processingCode 12 | 829 | $2,460 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Claims processingCode 11 | 10 | $17,291 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Other services; Redemption feesCode 15 | 6 | $5,360 | |
Recordkeeping fees; Contract Administrator; Direct payment from the planCode 13 | 3 | $1,356 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 3 | $290 | |
Accounting (including auditing); Direct payment from the planCode 10 | 2 | $126 | |
Investment advisory (participants)Code 26 | 1 | $0 | |
Account maintenance fees; Participant loan processing; Direct payment from the planCode 37 | 1 | $765 |
Competitor overlap
Percent of MUTUAL OF AMERICA INVESTMENT CORP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MUTUAL OF AMERICA INVESTMENT CORP.
| Sponsor | From | Assets |
|---|---|---|
SAINT ANSELM COLLEGENH · 020222182-001 | TIAA | $133M |
THUNDERMIST HEALTH CENTERRI · 050355097-002 | MUTUAL OF AMERICA SEC. CORP LLC | $53M |
NEW YORK ROAD RUNNERS, INC.NY · 132949483-002 | (new plan) | $28M |
HIT, INC.ND · 450353818-001 | (new plan) | $27M |
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUNDCA · 741563270-001 | (new plan) | $13M |
THE JOYCE THEATER FOUNDATION,NY · 133038262-001 | (new plan) | $10M |
ENABLE, INC.ND · 450369586-002 | (new plan) | $10M |
INDIAN HEALTH BOARD OF MINNEAPOLISMN · 410977740-002 | (new plan) | $10M |
MIDPENN LEGAL SERVICES, INC.PA · 237101191-002 | (new plan) | $10M |
CLINICA DE SALUD DEL VALLE DE SALINASCA · 942652757-001 | NATIONWIDE | $9M |
Plans lost in 2024
Appeared last year under MUTUAL OF AMERICA INVESTMENT CORP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SCIENCE MUSEUM OF MINNESOTAMN · 410706172-003 | (new plan) | $49M |
GIFT OF LIFE MICHIGANMI · 382772488-002 | PRINCIPAL LIFE INSURANCE COMPANY | $47M |
CURATIVE CARE NETWORK, INC.WI · 390806286-001 | MASELAN & JONES | $29M |
UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.NY · 111723782-002 | CHARLES SCHWAB & CO., INC. | $26M |
FRASERMN · 410781858-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $26M |
THE SILVER HILL HOSPITAL, INC.CT · 060655139-003 | WELLS FARGO BANK, N.A. | $25M |
APLA HEALTH & WELLNESSCA · 841661910-001 | MORGAN STANLEY SMITH BARNEY | $19M |
BOWERY RESIDENTS' COMMITTEE, INC.NY · 132736659-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE, INC.NY · 131623886-002 | (new plan) | $19M |
ADELANTE HEALTHCARE, INC.AZ · 860377821-001 | PRINCIPAL LIFE INSURANCE COMPANY | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLSPAN HEALTHPA · 222517863-005 | $2.6B | 27,878 | $0 | 6y | 1 |
ILLINOIS INSTITUTE OF TECHNOLOGYIL · 362170136-005 | $598M | 2,612 | $661 | 5y | - |
WESTERN UNIVERSITY OF HEALTH SCIENCESCA · 953127273-001 | $336M | 2,313 | $1,833 | 9y | 1 |
PENN HIGHLANDS HEALTHCARE, INC.PA · 320345810-002 | $331M | 6,468 | $2,529 | 5y | 1 |
THE BROOKLYN HOSPITAL CENTERNY · 111630755-002 | $275M | 4,887 | $280 | 6y | - |
MUTUAL OF AMERICA LIFE INSURANCE CONY · 131614399-001 | $274M | 2,552 | $382,797 | 10y | - |
SIGNATURE HEALTHCARE BROCKTON HOSPITALMA · 222472997-002 | $232M | 3,773 | $414 | 10y | 1 |
APPALACHIAN REGIONAL HEALTHCARE, INC.KY · 520795508-004 | $191M | 7,639 | $4,758 | 7y | - |
SAINT ANSELM COLLEGENH · 020222182-001 | $133M | 978 | $765 | 7y | - |
VALLEY PRESBYTERIAN HOSPITALCA · 951945832-003 | $89M | 2,169 | $7,411 | 10y | - |
Flag exposure
74.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (39)
Raw Schedule C names collapsed into MUTUAL OF AMERICA INVESTMENT CORP.
- MUTUAL F AMERICA
- MUTUAL OF AMERICA
- MUTUAL OF AMERICA CAPITAL MGMT
- MUTUAL OF AMERICA CO.
- MUTUAL OF AMERICA CORP
- MUTUAL OF AMERICA INEST CORP
- MUTUAL OF AMERICA INESTMENT CORP
- MUTUAL OF AMERICA INSURANCE
- MUTUAL OF AMERICA INSURANCE CO
- MUTUAL OF AMERICA INSURANCE CO.
- MUTUAL OF AMERICA INSURANCE COMPANY
- MUTUAL OF AMERICA INSURANCE CORP
- MUTUAL OF AMERICA INV CORP
- MUTUAL OF AMERICA INV. CORP
- MUTUAL OF AMERICA INVERSTMENT CORP
- MUTUAL OF AMERICA INVEST CORP
- MUTUAL OF AMERICA INVESTMENT
- MUTUAL OF AMERICA INVESTMENT CORP
- MUTUAL OF AMERICA INVESTMENT CORP.
- MUTUAL OF AMERICA INVESTMENT CORPOR
- MUTUAL OF AMERICA INVESTMENTS CORP
- MUTUAL OF AMERICA INVSTMENT CORP
- MUTUAL OF AMERICA LIFE INS CO
- MUTUAL OF AMERICA LIFE INS CO.
- MUTUAL OF AMERICA LIFE INS COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MUTUAL OF AMERICA INVESTMENT CORP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 16 | 1.86% | 7.76% | -5.90 pp |
| Fidelity bond gap | 65 | 7.58% | 26.94% | -19.37 pp |
| Late contributions | 217 | 25.29% | 1.71% | +23.58 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 0.70% | 1.76% | -1.06 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MUTUAL OF AMERICA INVESTMENT CORP. Compare to the incumbent market share (1.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).