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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $15,932 |
7 funds of $250K or more; 25 lines in all, holding $5.2M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $1.2M | 23.4% |
| MoA Equity Index Fund Mutual of America · Mutual fund Index | $855K | 16.6% |
| Vanguard Treasury Money Market Mutual of America Vanguard · Money market | $475K | 9.2% |
| MoA Aggressive Allocation Fund Mutual of America · Mutual fund | $376K | 7.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $342K | 6.6% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $301K | 5.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $245K | 4.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $232K | 4.5% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund Index | $177K | 3.4% |
| Loan Fund Mutual of America · Mutual fund | $153K | 3.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.