Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$7K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 36 lines in all, holding $6.7M of the plan's $8.2M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.9M | 43.5% |
| Participant Separate Account Funds Manager not matched · Separate account | $943K | 14.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $373K | 5.6% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $223K | 3.3% |
| E Aggressive Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $203K | 3.0% |
| G Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $158K | 2.3% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $154K | 2.3% |
| Mutual Fund Mutual of America Mutual of America · Mutual fund Recordkeeper's own fund | $151K | 2.2% |
| Diversified Value Portfolio Vanguard · Mutual fund | $138K | 2.1% |
| American Century American Century · Other | $124K | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
26 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MUTUTAL OF AMERICA INVESTMENT CORP Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 Participant loan processing; Recordke... | $17,212 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025