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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $14,307 |
21 funds of $250K or more; 38 lines in all, holding $37.1M of the plan's $40.7M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $23.1M | 62.3% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $2.8M | 7.5% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $2.2M | 5.8% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $1.6M | 4.2% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.1M | 2.9% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $993K | 2.7% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $940K | 2.5% |
| American Century VP Capital Appreciation American Century · Insurance contract | $668K | 1.8% |
| DWS Capital Growth VIP DWS · Insurance contract | $583K | 1.6% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $413K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.