Filings through .
Filed June 17, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,451 |
6 funds of $250K or more; 34 lines in all, holding $9.4M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Interest Contract Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $3.5M | 36.8% |
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 8 vintagesRecordkeeper's own fund | $925K | 9.8% |
| Fidelity VIP Contra fund Portfolio Fidelity (FMR) · Insurance contract | $863K | 9.2% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $770K | 8.2% |
| DWS Capital Growth VIP DWS · Insurance contract | $591K | 6.3% |
| American Century VP Capital Appreciation American Century · Insurance contract | $563K | 6.0% |
| Mutual of America All America Fund Mutual of America · Insurance contract Recordkeeper's own fund | $402K | 4.3% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $231K | 2.4% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $202K | 2.1% |
| Mutual of America Small Cap Growth Fund Mutual of America · Insurance contract Recordkeeper's own fund | $192K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.